If you are interested in learning more about Phillip James Private Client Services, please fill out the contact form on the right. Include a summary of your situation and what you are looking for in a wealth manager. All information provided is private and will not be shared with anyone outside of our firm.
We will reach out to schedule an initial phone call gain a better understanding of your needs as a client.
Please note we have a $2,000,000 asset minimum for this service offering.
NO SOLICITORS - YOU WILL BE BLOCKED AND REPORTED AS A SPAMMER.