A hedge fund for digital assets.

➤ WHAT WE DO:Personalized Advice and Best in Class Service is the standard at Phoenix Wealth. It all starts with a conversation that is focused solely on your objectives and the best way to meet them. Our tailored solutions are incredibly customized with your goals, time horizon, risk tolerance tax considerations and your own preferences. Our specialist portfolio managers incorporate their best ideas into a portfolio fine-tuned to your objectives.➤ HOW WE DO IT:We will Schedule a structured assessment Consultation to analyze the current position of your assets. Once a strategy is settled upon, a thorough analysis is conducted to give feedback on the portfolio and check progress against set goals. Changes can be advised and made if necessary in order to maximize outcomes.We help you:✔ Create a Financial Plan for the Retirement of your dreams without sacrificing your comfort Today!✔ Insurance products to Protect the Financial Security you are Creating!✔ Investing with Principals and Strategies to Protect in the Ever Changing Markets!➤ WHAT MAKES US DIFFERENT:We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for their goals. With nearly 40 years of combined experience, we have developed a reputation for providing a “White-Glove” wealth management service, allowing our clients to focus on their lives and feel secure that we will help their finances grow. ✔ Want To Learn More?:☏ 570-762-1292✉ Geoff@thephoenixwealth.comthephoenixwealth.comRetirement | Investment | Estate Planning

Manage HNW individuals money by using the financial markets to help preserve, protect and maximize growth of my clients portfolio

• Manage clients from 30+ states helping them acquire maximum portfolio growth through the use of multiple investment vehicles• Diversify each clients portfolio based off of risk tolerance• Strategize with senior partner to attract and develop new clients

• Develop risk profiling for each individual client to obtain the maximum return possible given a desired level of risk tolerance• Focus mainly on fixed income through corporate bonds and help manage millions of dollars with my senior partner• Build long term financial goals for my clients• Generate wealth with techniques such as time value of money, fundamental asset allocation and portfolio diversification, principals of risk, and banking concepts• Prospect each day by making 100+ cold/warm calls