Sponsor Spotlight: Phoenix Wealth Advisors

May 15, 2024 by Sandy Lerebours

With a mission of leading clients towards financial success, Phoenix Wealth Advisors understands what it means to invest in the things that matter. That’s why Phoenix Wealth Advisors is a proud sponsor of the Carolina Theatre’s educational programming!

We spoke to the team about the company’s commitment to their community and their support for the Carolina Theatre!

How long have you been serving the Durham community?  

Phoenix Wealth Advisors has been serving clients in the Research Triangle area since 1988.

What services do you specialize in?  

Investment Management, Retirement and other Financial Planning, Tax Planning, Insurance, Generational Wealth Transfer, Charitable Giving

What is one of your favorite services you have provided for your clients? 

Knowing we have genuinely helped our clients fund their envisioned retirement is merely one of our favorite missions. We are a diverse team, united behind our clients’ goals and driven to help them pursue financial success.

How have services or business in general changed over the years of operation?  

We have always been dedicated to providing our clients with meaningful and intentional services. Whether we are providing professional investment advisory services or comprehensive financial planning, we enjoy taking care of the big picture and the finer details for our clients.

What is your favorite thing about the Carolina Theatre?  

We love the intimacy and acoustics of the Carolina Theatre, and it is a great place for the community to gather to enjoy and celebrate the arts together.

Why is it important to support the Carolina Theatre and arts in our community?  

Celebrating the arts in a local community enriches cultural identity, fosters creativity, and brings people together. Carolina Theatre brings personality and life to our community that we love to support.

We are beyond grateful for the generous support of Phoenix Wealth Advisors and the impacts of their gift for our educational programs like Arts Discovery and our Sensory Friendly Film Series.

Phoenix Wealth Advisors, Inc. (“PWA”) is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about PWA, including its investment strategies and objectives, can be obtained by visiting www.phoenixwealthadvisors.com A copy of PWA’s ADV is available, without charge, upon request. Please contact PWA at (919) 929-4448 if you would like to receive this information.