Phoenix Wealth Advisors Inc.

Phoenix Wealth Advisors, Inc. is a registered investment adviser established in 2001, located in Chapel Hill, NC. The firm specializes in providing sophisticated financial planning and wealth management services to a diverse clientele, including business executives, entrepreneurs, scientists, and educators. Phoenix's team, led by Georgios Livanos and Mark Rhoades, tailors financial strategies to individual client needs through detailed financial planning. Clients may impose reasonable restrictions on their accounts, and Phoenix may provide investment discretion, notifying clients promptly of any restrictions that cannot be implemented. The firm offers financial planning services covering income tax, estate tax, insurance, investment, retirement, and capital needs planning. Additionally, Phoenix provides retirement plan services, including investment advice, asset allocation, and plan participant education. Investment strategies employed by Phoenix include long-term and short-term purchases, with a focus on fundamental, charting, technical, and cyclical analysis. The firm emphasizes the risks associated with investment activities and the importance of understanding potential losses. Phoenix's fee structure is negotiable and varies based on factors such as service complexity, investment products used, and strategies employed. The firm may receive compensation from product sponsors, insurance companies, and mutual funds, but it does not engage in soft dollar arrangements. Clients are encouraged to review the firm's Code of Ethics, which outlines high standards of business conduct and fiduciary duty. Phoenix does not provide tax advice but may refer clients to IARs who offer tax or accounting services. The firm does not take action or provide advice on voting client securities or participating in class action lawsuits.