PHM Capital Management

Group

Biography

As Wedbush Financial Advisors, we are dedicated to serving our clients and the community. We believe our clients come first and work to help protect their financial success. With many years of experience in the securities industry, we are committed to using our experience and knowledge to educate clients to help them make informed investment decisions.

We also develop personalized investment strategies, to assist our clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), we will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.

Contact us for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.

PUBLICATIONS

Introduction

D&I Panel

Being a Mom Boss

SPECIALIZATIONS

  • Alternative Investments
  • Annuities and Insurance
  • Asset Management
  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Wealth Management

Credentials

  • CO Insurance Lic. # 196495

Resources

The following videos are resources for you to learn more about our planning process and how to analyze the risk associated with your current investment strategy.

Money Guide Pro

We use MoneyGuide Pro to help create a customized financial plan that addresses your expectations, concerns, and goals.

Riskalyze

Explore how we use Riskalyze to identify your unique risk score, and create a portfolio that best represents your needs.

“The content provided has been prepared by third parties for informational use only. Wedbush Securities does not endorse this web site, its sponsor, or any of the policies, activities, products, or services offered on the site or by any advertiser on the site. Wedbush Securities is not responsible for any of the content.  Securities and Advisory Service offered through Wedbush Securities, Inc.”

Mission Statement

As your partners in planning, we work hard to continue to refine our process to ensure our clients can focus more on what’s important to them, and less on the noise of what we hear on our nightly news. We have continued to build our team with the understanding that our clients long term success improves with our ability to set realistic expectations. As we continue to enhance our services, we will be introducing new software, tools and resources to adapt to the changing landscape of the financial services industry. Change can bring uncertainty and we act as a sounding board during these times and strive to provide our clients with the most up to date resources to better help them prepare for life’s unknowns.

Transparency, communication and understanding are a few of our core values and we strive to educate you to help you make informed financial decisions not only now, but throughout your lifetime. As we start to see the leaves change it’s a good reminder that life is too short to focus on what we wish we would have done differently. That’s why we encourage you not to wait to let us know if anything has changed in your financial picture.

With three generations of advisors on your team, we know that preparation is the key to achieving a more predictable outcome!