Private Wealth Management for Your Next Chapter.
Personalized investment management and wealth planning for individuals, families and business owners with $500,000+ in investable assets.
Dean C. Phillips, AAMS™, brings more than 30 years of securities industry experience to helping clients manage, grow and access their wealth through a personal, disciplined approach.
It starts with you, not a product.
Your financial life is more than an investment account.
Your investments, retirement assets, real estate, cash reserves, business interests, income needs and long-term goals all play a role in your financial picture.
At Phillips Private Wealth, we begin by understanding that picture. Then we develop a personalized wealth management strategy designed around your objectives, circumstances and priorities.
- 01Personal advice.
- 02Direct access.
- 03Long-term perspective.
One relationship. A broader view of your wealth.
We help clients coordinate the many financial decisions that come with building and preserving significant wealth.
Investment Management
Personalized portfolio management based on your objectives, time horizon, income needs and risk considerations.
Retirement & Income Planning
Strategies designed to help you transition from accumulating wealth to managing and using it throughout retirement.
Wealth Planning
A coordinated approach to investments, retirement assets, cash, lending and other financial considerations.
Alternative Investments
Access to alternative investment strategies that may complement traditional stocks and bonds.
Wealth management should evolve as your financial life does.
We work with individuals, families, professionals and business owners who have accumulated significant assets and want a more coordinated approach to managing them.
Individuals & Families
For clients managing substantial investment portfolios, retirement assets, income and long-term financial goals.
Business Owners
For entrepreneurs and business owners balancing personal wealth with business cash, retirement plans, liquidity and future opportunities.
Professionals & Executives
For successful professionals managing investment assets, retirement accounts, concentrated positions and other sources of wealth.
Real Estate Investors
For property owners exploring tax-deferred strategies, diversification and passive real estate opportunities.
Specialized strategies for important financial decisions.
Some financial opportunities and challenges require more than traditional portfolio management. Phillips Private Wealth provides access to specialized strategies that can complement your broader wealth plan.
Real estate, without managing property.
For qualifying real estate investors considering tax-deferred exchange strategies, Delaware Statutory Trusts can provide access to professionally managed real estate investments without the responsibilities associated with directly managing property.
Explore 1031 & DST Strategies →Liquidity without selling.
When liquidity is needed, selling investments isn't always the only option. Eligible investment portfolios may provide an opportunity to access a line of credit while maintaining ownership of qualifying securities, subject to applicable terms, risks and eligibility requirements.
Explore Securities-Based Lending →Put reserve cash to work, carefully.
Businesses often maintain substantial cash reserves for operations, opportunities and unexpected needs. We can help business owners evaluate investment and cash-management strategies designed around liquidity, preservation of capital and the appropriate time horizon for those reserves.
Explore Business Cash Management →Beyond stocks and bonds.
Traditional stocks and bonds may not be the only tools available to an investor. Where appropriate, we can evaluate alternative strategies that may provide diversification, income or access to different areas of the investment markets.
Explore Alternative Investments →Your business may be your largest asset. Your financial plan should reflect that.
Business owners often have financial decisions that extend well beyond their personal investment portfolio. Excess business cash, retirement plans, lending needs, business liquidity and personal wealth can all be interconnected.
Phillips Private Wealth helps business owners evaluate these areas as part of a broader wealth-management relationship.
Let's Discuss Your Business & Wealth →Business Cash Management
Evaluate strategies for excess operating and reserve cash.
401(k) & Retirement Plans
Help evaluate retirement-plan solutions for business owners and their employees.
Securities-Based Lending
Explore potential lending solutions using eligible investment assets as collateral.
Personal Wealth Management
Coordinate your business interests with your personal investment and retirement strategy.
You should know the person managing your wealth.
At Phillips Private Wealth, the relationship is personal. You work directly with Dean C. Phillips, AAMS™, rather than being passed between layers of a large organization.
Dean takes the time to understand your financial circumstances, explain your options and remain involved as your needs evolve.
The objective isn't to put you into a predetermined product.It's to develop a strategy around you.
A straightforward approach to managing your wealth.
Understand
We begin by learning about you: your financial situation, goals, priorities, concerns and what you want your wealth to accomplish.
Analyze
We evaluate your existing investments and financial picture to identify opportunities, risks and areas that may warrant attention.
Build
We develop a personalized investment and wealth-management strategy designed around your objectives.
Manage
We stay involved, monitor the strategy and communicate with you as your financial circumstances and objectives evolve.
Experience matters. So does the relationship.
Dean C. Phillips, AAMS™ is a Wealth Advisor with more than 30 years of securities industry experience. Throughout his career, Dean has worked with individuals, families and business owners on investment management and financial planning strategies designed to help them make informed decisions about their wealth.
His approach is straightforward: Listen carefully. Understand the complete picture. Build a thoughtful strategy. Stay involved.
As an Accredited Asset Management Specialist™, Dean brings a planning-oriented perspective to the investment-management relationship. Phillips Private Wealth is affiliated with LPL Financial and provides securities and advisory services through LPL Financial.
- Former Senior Financial Advisor, Merrill Lynch
- Former Regional Vice President and Managing Director roles at Invesco Funds, First Eagle Investments and Third Avenue Management
- AAMS™, conferred by The College for Financial Planning
- FINRA Series 7, 63 and 66 licenses with LPL Financial
- Life & Health insurance licenses, Florida and Utah
- B.A., International Relations (Economics), San Francisco State University
A personal wealth advisor. Wherever you are.
Phillips Private Wealth is based in Vero Beach, Florida and works with clients both locally and virtually.
Today's technology makes it possible to have a personal wealth-management relationship without having to live down the street from your advisor. Whether you're in Florida or elsewhere in the United States, we can meet virtually, communicate directly and manage your relationship remotely.
Local relationship. Nationwide reach.
Schedule a Private ConsultationLet's talk about your financial goals.
If you have $500,000 or more in investable assets and are looking for a more personalized approach to wealth management, a conversation is a good place to start.
There is no obligation to move forward. We'll discuss where you are today, what you're trying to accomplish and whether our approach makes sense for your situation.
Schedule a Private Consultation · 772-252-0120A more personal approach to wealth management.
Phillips Private Wealth · Vero Beach, Florida · Serving clients nationwide
Schedule a Private Consultation