More time.More living.

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Your partners in thefinancial responsibilities of life

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Moving ForwardTogether

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We all want more time with the people we love and more time to do the things we love doing.

But how do we find it? Here at the Phillip Global Wealth Management Group of Raymond James, we believe we have the answer: By allowing our team of dedicated financial professionals to manage your financial affairs. We’re qualified and equipped to oversee your financial future, which, in turn, provides you with more time and more living.

Quite simply, we’re here to help you:

  • Align your money with your most important goals and most deeply held values
  • Get your financial house in order and work with you to keep it that way
  • Live life with confidence, knowing that no matter what happens in the markets, economy or the world, you have a team to help keep you in pursuit of your goals
Meet the Team
Contact Us
  Office: (805) 373-5684   Fax: 805.497.1895 Toll-Free: 877.280.2248 3027 Towngate Road, Suite 100 Westlake Village, CA 91361

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