The Phillips Group
When it comes to your financial future, we help you connect the dots.
Tailored Wealth Management
Your choice for Financial Services
Good Thinking Newsletter
To view this months Good Thinking newsletter along with those from previous months, click below.
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Every month, we will upload a new article that is relative to the current economic landscape, and contains information that we believe is important for you to keep in mind as well. Click below to see this month's article and view past articles. If you are interested in receiving the newsletter directly every month but aren't signed up, submit your information on the form below to be added to the list!
Director | Private Wealth Management
Associate Financial Advisor
We create strategies that are tailored to your needs and goals.
A sound insurance strategy can help protect your family from the financial burden of life's events. Strategies can include personal, liability, and life insurance.
Years of experience have prepared us to guide you through your life's transitions.
An effective strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate.
Understanding tax strategies and managing your tax bill is an important part of any sound financial approach.
A tailored money management plan involves creating budgets to understand and make decisions about where your money is going.
Lifestyle matters look at how to balance work and leisure, and how to make smart choices for the future in an effort to help you “enjoy the journey.”
Check out these useful calculators that could help you find answers to some of the questions you may have.
We’re a team – we bring together experts to best help you. Learn more about these individuals
We operate our business with ethics and integrity.
In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management