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Driven to help you define and pursue your financial dreams.

Driven to help you define and pursue your financial dreams.

We are Phoenix Wealth Advisory (PWA) – a boutique firm offering individualized investment and personal financial management services to professionals, pre-retirees, and retirees living in the Raleigh-Durham area. 

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DEEPLY COMMITTED

DEEPLY COMMITTED

We are dedicated to protect and serve our clients’ best interests. #WeArePWA

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EXPERIENCED PROFESSIONALS

EXPERIENCED PROFESSIONALS

We offer a deep bench of expertise through our strategic partnership. #WeArePWA

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COMPLETELY CUSTOM

COMPLETELY CUSTOM

We tailor our services to address your exact needs. #WeArePWA

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