Phil offers more than 30 years of wealth management experience to his clients and the practice he has built, Philip Sheridan Investment Management, an affiliate of Crux Wealth Advisors since 2022, located in Denver, Colorado. His role is crucial to our team’s overall operations and strategy implementation. Each day, Phil meets with our clients and researches investment opportunities to ensure that he and the team have a wide range of options to build customized investment portfolios that align with our client’s unique goals.
Phil cares deeply for his clients and works tirelessly to ensure they understand their options to achieve their goals. His unwavering diligence and respect for those he works with are apparent with each interaction. One of Phil’s most important goals for his clients is to visualize their investment goals. Once they can see the end goal, he gets to work by marking the course and setting key milestones to work toward. Phil uses storytelling to educate, engage and relate to his clients to make it easier to understand complicated investment principles. He is committed to speaking openly, honestly, and transparently about complex topics because he understands that these characteristics relate directly to his client’s success.
Before joining our team, Phil had served the investment needs of individuals, institutions and corporations since 1982. After graduating from the University of Colorado Boulder with a bachelor’s degree in Political Science and minor in Economics, he began his career with EF Hutton. From 2007-2021, he was a Financial Advisor with Wells Fargo. While in college, he was a runner on The New York Stock Exchange. Since that time, he has found the investment world to be full of potential opportunities for a better life, not only for himself but for anyone who would engage with the industry. He believes that the financial services industry can result in real change for the better in the lives of our clients and their families. Phil has personally seen these positive results and feels grateful for the ability that the industry gives him to help those who would otherwise not be able to enjoy the benefits of investing and the freedom it can afford.
Phillip Sheridan Investment Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Phil has aligned his passions and values with his own life. Outside of the office, he enjoys attending cultural events, hiking Fourteeners in Colorado, travel with his wife Lilli and spending quality time with their two sons Evan and Zach.
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
