Indexed Universal Life insurance

Accumulate wealth with peace of mind.

What we do

Protecting Futures


We have years of experience helping clients prepare for the future. Ask us about our indexed universal life insurance options so we can help get the right plan for you.

Assessing Need


Many financial experts will tell you lack of preparation for the future can spell trouble.  We'll analyze your needs and get you secured quickly, at the right price.

Building Relationships


Everyone has different needs. Call us today for an individual assessment; find out how we can help you protect your hard-won assets and establish a wealth stream for later in life. 

Learn more about financial planning with us

 Phase ll Wealth Management is dedicated to providing innovative solutions, designed to help you address a variety of financial planning needs. We specialize in cash value policies for high income earners; the programs we offer are uniquely structured for each individual to take advantage of the opportunity to capitalize on their personal success.

When sustaining wealth, it is always wise to enlist the aid of a professional to help determine your course of action. A financial expert can be useful in providing clients with independent, objective advice, like avoiding unnecessary taxes and costly estate settlements.

Who we are


Indexed universal life: 101


Our financial solutions


“Wealth is not only about money, it’s about realizing your options.”

Contact Us

Schedule a Consultation Today

Phase ll Wealth Management

Daryl J. Smith
CEO/Managing Partner
(310) 628-2696
Arthur L. Ramzy
CFO/Managing Partner
(916) 600-3044


Monday - Friday: 8am - 6pm

Saturday: 9am - 4pm

Sunday: By Appointment