Stephen Philleo CFP,CIMA

Philleo Wealth Strategies Group utilizes a disciplined approach that revolves around you, the client. Wealth management means different things to different people depending on their particular needs, their stage in life, and the life events they experience that trigger the need to take action. Consequently, our solutions are not boiler plate. Our process is a discovery process that explores various considerations, decision factors and available strategies to help determine what is most important to you.