Experience Makes all the difference
Phoenix Wealth Management works exclusively with a very select number of ultra-high net worth clients, which enables us to look beyond your assets and dedicate more time to your needs to ensure you receive the highest level of attention. Our role is to be a vital catalyst for helping you achieve your aspirations and all you hope your wealth can accomplish. Of course, with access to some of the world's most powerful financial resources, our recommendations will also reflect our comprehensive view of investing.
Phoenix Wealth Management has extensive experience working with clients who have built their wealth by means of significant liquidity events, such as selling a business, concentrated company stock compensation, IPO and dividend recapitalization. We are not only well positioned to provide highly specialized guidance, but to directly execute solutions with ease and efficiency. Your private plan will be centered on preserving your wealth and vigilantly managing risk while positioning for practical growth and utilizing the global resources of UBS.
We understand that each client is different. From a new investor, to one with years of experience, we appreciate your individual circumstances. Our goal is to be your primary source of wealth management advice.
Tapping into the exclusive network we have established across the industry, Phoenix Wealth Management can connect you to the right experts at the right time to help further inform your planning decisions for your company, your family and your legacy. Our extensive experience is in pre- and post-sale planning for founders of closely held businesses and CEO's of publicly traded companies.
Areas of focus:
- Pre-sale and post-sale liquidity event management - business sale, IPO, and dividend recapitalization
- Specialty lending solutions - both secured and unsecured
- Concentrated stock risk management, monetization and hedging strategies
- Executive compensation and employee stock options – restricted stock and 10b5-1 expertise
- Investment strategy and risk management advising
- Wealth planning and preservation – estate planning, tax planning, philanthropy and insurance
- Unique private equity and hedge fund investment solutions
- Access to UBS global research and intelligence