Phillip James Financial Launches New Wealth Management Service
The new multi-family office service offering caters to clients with over $2mm in investments, reports Phillip James Financial.
Plymouth, MN – May 8, 2019 /MarketersMedia/ —
Premier wealth management firm Phillip James Financial is pleased to announce the launch of their new comprehensive wealth management service, Phillip James Private Client Services. As private client wealth advisors, their team is making this new elite offering available exclusively for high-net worth clients who have over $2mm in investable assets with Phillip James Financial.
“Simply put, this new wealth management service is the very best of what we have to offer. For those who choose to trust us with their investments, it’s like having a personal CFO making sure families are able to continue growing their wealth,” said Phillip Christenson, CFA & Owner of Phillip James Private Client Services. “Our private clients have access to our full range of services, allowing us to integrate all aspects of their financial like. In turn, this saves them time and removes their financial worries.”
Phillip James Private Client Services centers their offerings around five aspects of the financial landscape: investments, estate & succession, asset protection, charitable giving, and tax planning. Each of these services are integrated and customize for each family’s specific situation. Philip James team is there every step of the way to help them fit all the pieces together and create an organized, optimized, and efficient financial picture. With a heavy focus on tax planning, clients will receive their tax preparation free of charge. As fee-only financial advisors, they are fiduciaries for all of their clients and the fees for these services are between 1% and 0.45% of the assets managed by the firm, with nothing more for families to pay.
Christenson went on to say, “We could not be more thrilled about providing these new services to our private clients. We know that having their financial lives in order brings families a great deal of peace, and we are honored to be able to provide that for them. However, because of the personal nature of our services, we are only able to take on a specific number or clients at a time. Consequently, we encourage families to contact us soon if they are interested so we can start crafting a strategic approach to managing their wealth.”
Phillip James Private Client Services has secured the website http://wealthmanagementplymouthmn.com to host the website showcasing this new high-net worth offering.
Visit wealthmanagementplymouthmn.com to learn more about Phillip James Private Client Services and take advantage of their new comprehensive wealth management offering.
About Phillip James Private Client Services:
Phillip James Private Client Services is a multi-family office offering provided by Phillip James Financial. This service offering is the best of what our fee-only finanical advisors have to offer. We are your personal CFO making sure you and your family continue to grow your wealth. We integrate all aspects of your financial life, saving you time, and removing your worry.
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