Phylax Legacy Advisors

Insurance · Florida, United States · 11-50 Employees

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Overview

Headquarters

470 Columbia Dr Ste E100, West Palm Beac...

Revenue

<$5 Million

Industry

Insurance Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Phylax Legacy Advisors

Phylax Legacy Advisors, based in West Palm Beach, Florida, is an elite life insurance practice dedicated to safeguarding the legacies of ultra-affluent families and executives through sophisticated wealth transfer strategies. Formerly known as Jones Lowry, the practice announced its official rebranding to Phylax Legacy Advisors in January 2026, marking a strategic evolution from a name based on its founding partners to one that directly reflects its primary mission of guardianship and protection for affluent families. The word Phylax is derived from the Greek word for guardian, a concept that has historically represented the protection of something of great value. Led by CEO Adam Sendzischew, Phylax Legacy Advisors reinforces its specialized focus on the needs of high-net-worth and ultra-high-net-worth clients, including family offices, professional athletes, and top executives. Based on the principles of trust and sophisticated planning, the practice provides tailored wealth transferRead more
Popular SearchesPhylax Legacy AdvisorsSIC Code 64,641NAICS Code 52,524Show more

Phylax Legacy Advisors Org Chart

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Phylax Legacy Advisors is experiencing very low activity levels compared to other companies in the Insurance sector.

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Frequently Asked Questions Regarding Phylax Legacy Advisors

What is Phylax Legacy Advisors's official website?
Phylax Legacy Advisors's official website is www.simplylegacy.com
What is Phylax Legacy Advisors's Revenue?
Phylax Legacy Advisors's revenue is <$5 Million
What is Phylax Legacy Advisors's SIC code?
Phylax Legacy Advisors's SIC: 64,641
What is Phylax Legacy Advisors's NAICS code?
Phylax Legacy Advisors's NAICS: 52,524
How many employees does Phylax Legacy Advisors have?
Phylax Legacy Advisors has 11-50 employees
What industry does Phylax Legacy Advisors belong to?
Phylax Legacy Advisors is in the industry of: Insurance, Finance, Securities Trading
What does Phylax Legacy Advisors do?

Phylax Legacy Advisors, based in West Palm Beach, Florida, is an elite life insurance practice dedicated to safeguarding the legacies of ultra-affluent families and executives through sophisticated wealth transfer strategies. Formerly known as Jones Lowry, the practice announced its official rebranding to Phylax Legacy Advisors in January 2026, mar... king a strategic evolution from a name based on its founding partners to one that directly reflects its primary mission of guardianship and protection for affluent families. The word Phylax is derived from the Greek word for guardian, a concept that has historically represented the protection of something of great value. Led by CEO Adam Sendzischew, Phylax Legacy Advisors reinforces its specialized focus on the needs of high-net-worth and ultra-high-net-worth clients, including family offices, professional athletes, and top executives. Based on the principles of trust and sophisticated planning, the practice provides tailored wealth transfer strategies designed to simplify the complex and protect the future, with a team dedicated to serving as the sentinels of clients' legacies and helping to ensure their vision is protected for future generations. The rebrand includes a new logo featuring a stylized shield and guardian figure symbolizing the strength and trust the practice provides to its clients, a refined mission emphasizing superior protection through customized, innovative life insurance and advanced planning solutions, and the launch of a new website at simplylegacy.com offering a streamlined experience for clients and partners seeking clarity in complex wealth transfer scenarios. While the name has changed, the practice's core values of expertise, clarity, and stability remain the same, with current clients experiencing no disruption in service as Phylax Legacy Advisors enters its next phase of growth in high-net-worth insurance and legacy planning.Read More

Is Phylax Legacy Advisors a public company?
Phylax Legacy Advisors is private company therefore does not currently have an official ticker symbol
See more information about Phylax Legacy Advisors

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