James Phillips - Morgan Stanley

I focus on utilizing creative and traditional investment vehicles in order to align the investment strategy with one or a mix of the following wealth related objectives: accumulation, distribution (focusing mainly on retirement) and efficient transfer from aging parents and grandparents to their ...

As fiduciaries, we actively manage portfolios and help clients like you make informed decisions, especially as you navigate critical life stage transitions - when it matters most to your life and legacy.

Strategic Wealth Partners, located in Deerfield, IL, is a trusted independent wealth management firm dedicated to providing personalized financial strategies and independent advice tailored to the unique needs of its clients. With a team of 40 dedicated professionals and over $4.48 billion in assets under management, the firm serves a diverse clientele that includes retirees, professionals, multigenerational families, business owners, and more. The firm focuses on managing the complexities of wealth to simplify clients' financial lives, ensuring they can navigate significant life transitions and investment challenges. Strategic Wealth Partners prides itself on its holistic approach, offering insights and guidance that reflect both emotional and practical aspects of wealth management. Generated from the website