Phoenix Wealth & Affluent Monitor

The Phoenix Wealth & Affluent Monitor (W&AM – formerly ‘”GWM”) is the largest, most comprehensive ongoing affluent and high net worth (HNW) tracking program on the market today. W&AM provides detailed and trended analysis of the behaviors, needs, attitudes and outlook of affluent and HNW investors and the implications for the wealth management industry.

Data are collected monthly in the U.S., and semi-annually in Canada.

Every year, Phoenix publishes its State of U.S. Wealth / Ranking of Millionaires Report.  Contact us to learn more.