Phoenix Wealth Management
Money. It's just not what it used to be.

Phoenix, a leader in wealth management, uses its special expertise to help business owners, senior corporate executives and high-net-worth individuals accumulate, preserve and transfer their hard-earned money. Phoenix is a leading provider of insurance, investments and trust services.

For the past two decades, we have studied dramatic and profound change in the building of individual wealth. A new group of wealthy individuals has been created by a flourishing economy and booming financial markets. This expanded world of wealth requires a dedicated and professionally coordinated system of support. Phoenix is organized to help provide that support to you and your advisors.

Listed in the Fortune 500, Phoenix and its affiliates have corporate offices in Hartford, Conn. Phoenix is licensed to do business in all 50 states and the District of Columbia. Phoenix is one of the nation's largest mutual life insurers and a leading money manager through its subsidiary, Phoenix Investment Partners, Ltd. Through Phoenix Investment Partners, we offer you and your financial advisor a variety of investment solutions to help meet your long-term planning needs, including mutual funds, individually managed accounts, qualified plans and variable annuities. Phoenix Charter Oak Trust Company, a wholly owned subsidiary of Phoenix, provides complete fiduciary and investment services. Through WS Griffith and Co., Inc. we offer you a full-service broker-dealer and registered investment advisor.

Phoenix's international operations include a strategic alliance with its international investment partner, Scotland-based Aberdeen Asset Management, PLC. Phoenix is also the majority owner of Emprendimiento Compartido, S.A. (EMCO), an Argentine financial services company that provides pension management, annuities and life insurance products; it holds a minority interest in the National Life Insurance Company of Oman, a leading provider of individual and group life insurance in Oman and other Persian Gulf states; and it has a minority interest in Lombard International Assurance S.A., a premier Pan-European financial services company located in Luxembourg.