Phoenix Wealth Advisors

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Phoenix Wealth Advisors Important disclosure information: http://raymondjames.com/smicd.htm
Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC.

Investment advisory services offered through Phoenix Wealth Advisors, Inc. Phoenix Wealth Advisors, Inc. and Phoenix Financial, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.

Curious about AI but not sure where to start? Chatbots are an easy way to explore the possibilities. Check out these fiv...
10/15/2026

Curious about AI but not sure where to start? Chatbots are an easy way to explore the possibilities. Check out these five beginner-friendly uses for AI:

raymondjames.com

Building long-term financial security often starts with consistent habits. Explore practical ways to make the most of yo...
10/13/2026

Building long-term financial security often starts with consistent habits. Explore practical ways to make the most of your retirement accounts and keep your savings goals on track:

raymondjames.com

10/08/2026

mensjournal.com

The enrollment period ends on December 7, and changes made during this window generally take effect January 1. If you ha...
10/06/2026

The enrollment period ends on December 7, and changes made during this window generally take effect January 1. If you have not yet reviewed your Medicare coverage for next year, there is still time to evaluate your options. Take a moment to review your Medicare coverage with Chapter, a trusted advisory service provider, to ensure your plan still supports your health and financial goals. Read the one-pager to get started.

raymondjames.com

09/24/2026

seriouseats.com

Many retirees face a common question: Should your assets support today's lifestyle, tomorrow's legacy, or both?The answe...
09/17/2026

Many retirees face a common question: Should your assets support today's lifestyle, tomorrow's legacy, or both?

The answer often starts with understanding the role each asset plays within your overall financial plan.

When every dollar has a purpose, you may gain greater confidence in both your retirement goals and the legacy you hope to leave behind.

A thoughtful review can help uncover opportunities and bring greater clarity to long-term planning decisions.

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage b...
09/15/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

Address

100 Europa Drive, Suite 390
Chapel Hill, NC
27517

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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