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Your journey to confident wealth and legacy decisions starts here.

Selecting a private wealth management firm is an important decision based on shared values and dedication. At Phoenix Wealth Management, we prioritize communication, transparency, and acting in your best interest throughout our six-step process:

1. Introduction + Discovery: Get to know each other and establish a dedicated foundation .
2. Analysis + Recommendations: Develop a comprehensive understanding of your financial status.
3. Presentation + Discussion: Present our findings and help ensure you understand your options.
4. Implementation: Put your personalized plan into action.
5. Ongoing Support + Review: Ensure your financial plan remains effective and responsive to your needs
6. Accessibility + Communication: Provide continuous support and maintain open lines of communication

We believe in fostering long-term relationships built on transparency and mutual respect. Our dedicated team is here to guide you through every financial decision, providing the personalized support and expertise you deserve. Welcome to a partnership where your success is our success, and your goals are our goals.

Our Team.

Meet the team that can help you elevate your

private wealth experience with integrity and care.

Eric Viavattene

Managing Partner

Private Client Advisor

Wendy Viavattene

Managing Partner

Megen A. Reilly

Chief Operations Officer

Chief Compliance Officer

Julie Dougherty

Administrative Manager Operations

Donna Teets

Compliance Associate

Barret Ayres

Chief Executive Officer

Kingsly Capital, LLC divison

Colby Ayres

Research & Development Business Manager

Kingsly Capital, LLC divison