We bring clarity to your financial vision!
Our Vision: Empowering Financial Clarity and Growth
At Michael Phillips Black Wealth Management, we believe financial planning isn't just about numbers - it's about understanding your aspirations, anxieties, and dreams. We work with you as trusted guides, offering personalized strategies to achieve financial balance, security, and growth.
Who We Are
Our team comprises experienced financial professionals with deep knowledge in wealth management, estate planning, and divorce planning. We utilize a collaborative approach, blending "show me" transparency with a "tell me" communication style to empower clients.
What We Do
We offer a comprehensive array of services, tailored to each client's unique needs:
Financial Planning & Investment Strategies
- Comprehensive financial plans that align with your short-term and long-term goals
- Investment management services for individuals and retirement accounts
- Collaborative wealth management approach focusing on risk management and growth
- Regular review and optimization of your financial plan
Specialized Expertise
- Divorce Planning: Expertise in navigating financial complexities during divorce with our Certified Divorce Financial Analyst (CDFA)
- Smart Planning: Utilizing advanced technology to track, analyze, and optimize your wealth across all accounts and investments
- Tax Planning: Personalized strategies to minimize taxes and maximize your financial potential
Client-Focused Approach
- Personalized attention and transparent communication throughout the process
- Collaborative decision-making with regular client feedback
- Emphasis on financial education and empower you to make informed financial decisions
Our Team
Meet our team of experienced professionals who are dedicated to helping you achieve your financial goals.
Ready to Take the Next Step?
Schedule a complimentary consultation with Michael Phillips Black Wealth Management and discover the personalized strategies you need to achieve financial clarity, growth, and security.
Overall Experience
The reviewer, M. Korobkin, has had a long-standing relationship with Michael Black and his staff, spanning over 25 years.
Investment Guidance
Michael Black is commended for his exceptional investment knowledge and skill, which has resulted in sound advice and successful investment decisions. He has helped the family consolidate and expand their investments, yielding positive outcomes.
Personal Qualities
Apart from his professional expertise, Michael Black is described as a kind person, making him a trusted and well-liked financial advisor.
