Company intelligence
Phoenix Private Wealth
Wealth Management. Reborn.
About Phoenix Private Wealth
Phoenix Private Wealth services encompass a full spectrum of financial support that ranges from retirement planning, asset allocation strategies, tax efficient investing strategies, college planning, as well as risk mitigation and estate planning strategies. Our dedication to client education and proper guidance is why, year in and year out, we are amongst the top awarded teams in our company as well as the DC, Maryland, and Virginia area. Phoenix Private Wealth. Wealth Management Reborn. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] Phoenix Private Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE 5720661.2 (03/24)(exp. 03/28)
Verified activity
Signals from Phoenix Private Wealth
6 published signals
Presence & Recognition
Phoenix Private Wealth released the newest Overtime Earnings Podcast episode.
Reported by David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®
Research & Knowledge
Phoenix Private Wealth reported that restricted stock units (RSUs, equity awards that vest over time regardless of performance) have ticked up gradually, from 11 percent to 15 percent for CEOs and 14 percent to 16 percent for CFOs since 2023.
Reported by David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®
Research & Knowledge
Phoenix Private Wealth reported that CEO pay is now roughly 72 to 76 percent long-term incentives, with base salary shrinking to 3 to 8 percent of total compensation at large public companies.
Reported by David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®
Research & Knowledge
Phoenix Private Wealth noted that relative total shareholder return, meaning how a company's stock performance compares to a peer group rather than judged on its own, is now used as a long-term performance metric by roughly 70 percent of S&P 500 companies.
Reported by David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®
Research & Knowledge
Phoenix Private Wealth noted that performance share units (PSUs, equity awards that only pay out if specific performance goals are hit) remain the dominant vehicle, making up roughly 60 to 67 percent of executive equity awards.
Reported by David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®
Research & Knowledge
Phoenix Private Wealth published a newly released 2026 wealth management trends report from Oliver Wyman highlighting how firms are shifting their Q4 focus and building a downturn readiness framework.
Reported by David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®