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Phillip James Private Client Services
Multifamily office listing in Plymouth, Minnesota, United States.
Overview
The firm describes itself as a fiduciary and states that it does not sell financial products.
Services
- Financial planning
- Wealth management
- Retirement planning
- Investment management
- Tax planning and preparation
- Risk management
- Budget analysis
- 401(k) services
Location
See more firms in Minnesota.
Sources and last checked
- Phillip James Private Client Services website, wealthmanagementplymouthmn.com, checked October 21, 2026
- Family Office Club research database, 2026 edition
Last checked October 21, 2026.
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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