The Wealth Stewards Group

YOUR TRUSTED PARTNER FOR GENERATIONS

The Wealth Stewards Group (TWSG) is a fast-growing group of licensed Wealth Managers & Investment Specialists representing Phillip Wealth Advisory, a member of PhillipCapital.

PHILOSOPHY

Managing your finances can be a daunting task, especially when life itself is complex. TWSG is here to help you navigate through the intricacies of your financial life and make informed decisions that align with your life priorities. With TWSG, you can focus on the things that truly matter to you.

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Products & Services

Wealth Management

Stocks, Bonds, & ETFs

FOREX/Futures

Unit Trust

Private Equity

Regular Savings Plans​

CFD

Fund Management

Corporate Finance

Research

Warrants

Managed Account Services​

Insurance

Factoring, Leasing, & Commercial Lending​

Family Office​

Securities Borrowing & Lending​

DLCs, Securities/IPO Financing​

Money Market Fund​

Estate Planning & Trust

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