Phylax Legacy Advisors Employee Directory
Financial ServicesFlorida, United States11-50 Employees
Phylax Legacy Advisors operates in the financial services sector, focusing on life insurance-based wealth transfer planning. The firm serves high-net-worth individuals and their families, including top executives, family offices, professional athletes, and renowned entertainers, with the aim of protecting and growing their wealth and legacies. Its approach centers on customized strategies designed to deliver meaningful impact and optimized financial outcomes. Clients receive personalized attention with a strong emphasis on confidentiality and fiduciary responsibility. Based in West Palm Beach, Florida, the practice operates as a small advisory firm. Investment advisory services are offered through Raymond James Financial Services Advisors Inc., with securities provided by Raymond James Financial Services, Inc.; Phylax Legacy Advisors and Greenberg & Rapp Financial Group, Inc. operate independently of Raymond James.
1-888-653-2347 
support@leadiq.com 
