As experienced and seasoned Wealth Advisors, we are dedicated to serving successful Individuals, Entrepreneurs and Business Owners.

As an Independent Financial Advisory firm, we specialize in providing top-tier services such as Cash and Investment Management, Alternative Investments, 1031 Exchanges-DST Delaware Statutory Trusts, 721 UPREITs for tax-deferral on Real Estate, QOZs-Qualified Opportunity Zones, Full and Fractional Owner Financing of Private Aircraft/Yachts/Real Estate, Philanthropic Planning and Securities-based Lines of Credit.

Insight and Expertise

Personalized Private Wealth Services

Providing tailored investment management services to meet your financial goals with precision and expertise.

Wealth Building or Capital Preservation-we work to your goals.

Implementing innovative Alternative Investments and Lending solutions to diversify and enhance your financial success.

Access to Trust & Estate, Tax, Insurance and Family Office Services through our network of specialized professionals.

Specialty practice areas: Private and Commercial Aviation, Part 91/Part 135 Aviation. Commercial Real Estate, Securities-based Lending, Private Family Foundations and CRT-Charitable Remainder Trust strategies.

Crafting personalized 1031-Exchanges, Delaware Statutory Trusts (DSTs), 721-UPREITs and Qualified Opportunity Zone (QOZ) offerings to optimize your investment portfolio and minimize tax implications on the sale of client’s Real Estate or Businesses.

Secure your Financial Future. Establish your Family’s Legacy.

Dean C. Phillips, AAMS™
Founder | Wealth Advisor

Dean C. Phillips, AAMS™ is Founder and Wealth Advisor at Phillips Private Wealth, LLC in Vero Beach, FL. (Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.)

Dean and his network of professionals serve individuals, business owners and entrepreneurs throughout the U.S. and USVI.

Prior to founding Phillips Private Wealth, LLC, Mr. Phillips was Senior Financial Advisor + Senior Portfolio Advisor at Merrill Lynch Wealth Management (2016 to 2024.)

Dean has also held Senior Vice President and Managing Director roles at well-known institutional asset managers: GT Global-Liechtenstein Global Trust, Invesco Funds, First Eagle Investments and Third Avenue Management in New York City.

With over 30 years of experience in the Securities Industry, Mr. Phillips and his partners draw upon their deep institutional asset management background to help grow, manage and preserve the financial affairs of affluent families, entrepreneurs, business owners, private family foundations and non-profit organizations.

In his free time, Dean and his wife Lily are avid international travelers (42 countries so far in Europe, Asia and Central/South America.) Dean is also a passionate Snowbird Utah snow skier, BMW GS Adventure motorcycle rider & has been an FAA licensed private pilot since 2010. 

Originally from San Francisco, CA where Dean worked in the San Francisco “Financial District” - Dean and his wife have resided in South Florida since 1996. They live and work in the beautiful Southern Florida beach town of Vero Beach, FL.

About LPL Financial:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 Financial Advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that Advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

Securities and advisory services offered through LPL Financial LLC, a registered investment advisor and broker-dealer, member FINRA/SIPC.

Experience our Financial Insights. Live Your Best Life.

Reasons to Connect:

  • Need help building or monitoring an Investment Portfolio?

  • Would you benefit from a trained “second set of eyes” in reviewing your current investment Asset Allocation?

  • Are you selling your closely-held Business or a Commercial Real Estate portfolio?

  • Exploring a 1031-Exchange, (DST) Delaware Statutory Trust or Qualified Opportunity Zone (QOZ)?

  • Interested in creating a Private Family Foundation?

  • Purchasing a Private Aircraft or Yacht?

  • Buying or Selling Resort, International or Commercial Real Estate?

  • Need Help with Business Succession Planning or Key-Person Insurance?

  • Recently receive an Inheritance or had a “Liquidity Event?” Need help in managing it?

  • Plans on Retiring Soon or Recently Retired?

We can help you. Take the first step by providing a few contact details and our team will follow-up promptly.

We look forward to assisting you and your family on your wealth journey!