Service Offerings

Set your financial destination.

Our services are backed by our client-focused, integrated approach. You will discover the benefits of a holistic approach to financial services and get tools you need to navigate a financial landscape that is always shifting with the help of our comprehensive services:

At each stage of your financial journey with DZH Phillips Wealth Management you are supported by an extensive team of professionals that can give you the confidence to focus on what’s most important to you and to enjoy your life.

San Francisco

135 Main Street, 9th Floor
San Francisco, CA 94105

Phone: 415-781-2500

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1330 Broadway, Suite 630
Oakland, CA 94612

Phone: 510-834-6542

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San Rafael

999 5th Avenue, Suite 320
San Rafael, CA 94901

Phone: 415-243-8833

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1199 Howard Ave., Suite 250
Burlingame, CA 94010

Phone: 650-343-1100

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Redwood City

203 Redwood Shores Parkway, Suite 550
Redwood City, CA 94065

Phone: (650) 620-3040

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