I am a shareholder and partner at Sanctuary Wealth Management LLC, an independent registered investment advisory firm. My personal clients are typically :

  • Generation X
  • Successful business owners
  • With complicated financial affairs, and
  • Household incomes greater than $300,000 or $1,000,000 in net worth

They hire me to step in as the family CFO on a long-term basis. My job is to organize their family’s financial affairs, put a plan in place, and keep them on track against that plan. My job is to help the family make smart choices with their money. Taking care of mom and dad is the first priority, but making sure the kids are taught smart money skills is critical as well. If this sounds like you, contact me at:

Joel Phillips - Financial Advisor Pocatello, Idaho - Level Headed Guidance

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