Thank you for taking time out of your busy schedule to request a meeting with Phillips Financial Strategies.
To take the next step, please request a call. You can also review important documents about Phillips Financial Strategies.
During our first meeting we’ll be focusing on your priorities. Please give some thought as to how we can help you and what you’d like to cover during our time together. If you have specific financial planning or investment topics to discuss, you may want to collect the documents listed below for our meeting, you may find them useful for answering questions.
Documents for our meeting
Please review the following guides on how to access and manage your Wealthscape Investor account:
We are happy to help with your account. For your safety, we require you to voice verify the request. Please click here and select a time when you are available for a telephone call. By selecting a time to speak with us, you’ll be able to ensure prompt attention to your request. We look forward to assisting you and please feel welcome to contact us with any comments or questions in the interim.
Click here to schedule a meeting with William.
Turning on paperless statements is simple. Just log into your online account and go to the settings tab inside your account. You will see a button for your statement delivery options. If you would like additional help, please click here to schedule a time to meet with us.
To withdraw funds via your Wealthscape Investor portal, please review the Wealthscape Investor Money Movement Guide.
To request a withdraw via phone, please click here to select a time when you are available to receive a phone call.
To transfer funds via your Wealthscape Investor portal, please review the Wealthscape Investor Money Movement Guide.
To request a transfer via phone, please click here to select a time when you are available to receive a phone call.
Phillips Financial Strategies provides comprehensive and personal service to neighbors on Capitol Hill and well beyond the Washington DC metro region. Every day we work to create financial stability and security for each of our clients. Our philosophy is built on helping clients achieve their goals.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Investment Advisory Services and Financial Planning Services offered by William Phillips are performed through Phillips Financial Strategies, a Registered Investment Advisor in DC, LA, MD, TX and VA. William Phillips also holds insurance licenses in DC, MD, LA, VA, PA, FL, NY and NC.
Securities offered through Cambridge Investment Research, Inc, member FINRA/SIPC, by William A. Phillips, who is licensed as a Registered Representative with Cambridge Investment Research, Inc, to sell securities in: CA, CO, CT, DC, DE, FL, LA, MA, MD, ME, NC, NJ, NY, OH, PA, TX, VA, VT.
Phillips Financial Strategies and Cambridge are not affiliated.
Research William Phillips’ background and experience at http://www.finra.org/brokercheck