Adam Shifflett's Contact Details

Adam Shifflett's Company Details

Phoenix Private Wealth

Columbia, MD, US • 20 - 49 Employees
Financial Services

We all come from different backgrounds, but we all share one common goal: to be a trusted resource for the communities we are a part of and help the people around us achieve financial independence. We are a team of professionals from unlike walks of life, yet we have all witnessed those around us struggle through financial hardship. It is our goal to ensure that everyone we come into contact with is doing everything in their power to position themselves and their loved ones to overcome whatever obstacles come their way.We do this by providing three key tools:1. An in-depth understanding of financial goals2. A personalized roadmap for attaining those goals3. Consistent advice and guidance to adjust the roadmap in response to an ever-changing worldOur services encompass a full spectrum of financial support that ranges from retirement planning, asset management, tax mitigation, college planning, as well as risk mitigation and estate planning. Our dedication to client education and proper guidance is why, year in and year out, we are amongst the top awarded teams in our company as well as the DC, Maryland, and Virginia area. We will continue to be advocates for our clients with the goal of making real change in the retirement and financial landscape in our communities.Phoenix Private Wealth. Wealth Management. Reborn.AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Private Wealth is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://go.axa.com/20pZ8pW AGE – 138676 (092020)