Personal Financial Planning
Plan For a Lifetime
Investments & Wealth Management
Leading Edge Investing Strategies
How Can I Grow My Assets To Last Me A Lifetime?
Employee Group Health Benefits
Health, Dental, Vision....
Employee Retirement Savings Solutions
401k, Profit Sharing.....
Healthier and Wealthier Workers Can Boost Your Profitability.
Comprehensive Insurance Planning
Personal Insurance Needs Analysis
Comprehensive Insurance Planning
Life Insurance, Long Term Care, Disability Insurance
How Can I Reduce Financial Impact Of Unexpected Life Events?
Tax & Financial Strategies For High Income Earners
Optimize Taxes & Create Wealth
Business Consulting & Cost Recovery
Business Continuity Strategies, Non-Profit Consulting
Asset & Tax Strategies that Maximize Wealth.
ABOUT US
Wise Wealth is part of the fastest growing community of boutique financial advisors who value independence and the freedom to provide unbiased guidance to clients. Wise Wealth provides client-centered solutions across a broad spectrum of services to small business owners, high income earners and working families. Services include personal financial planning, insurance, asset & tax planning, wealth management and employee benefits.
Employee Group Health Plans
You don't have to settle for annual health plan cost increases. We're creative in helping you reduce the costs of providing health benefits.
Review your group health plan today!
Personal Finance & Investments
Professional money management may give you better investment and retirement savings growth over the long run.
Review your investments today!
Employee Retirement Savings Plans
Help employees improve their financial success. You'll see increased productivity, better retention and employee loyalty.
Review your employee savings plan today!
Insurance Planning & Review
Insurance is the transfer of financial risk. Insurance planning helps you decide how much risk to keep and how much to transfer?
Review your insurance plan today!
Employee Financial Education & Wellness
Employees expect employers to help them improve their financial wellness. Bring financial literacy and education to the workplace and help them reduce their money worries.
Offer financial literacy to your employees today!
Personal Retirement Planning
We help you stay invested for the long term so you can replace some or all your working income with your retirement savings. We'll help you manage your 401K/403b at work and we'll show you excellent rollover solutions.
401k help is a call away!
Business Owners & Executives
Business owners, CEO's, COO's and high-income earners have specialized tax, estate, legacy and business succession planning needs that include their personal and business assets.
Customize an executive plan for you and your family.
Self-Employed Benefit Plans
Self-employed professionals lack quality benefits programs that many receive through employers. We help the self-employed access effective benefits plans for them and their families.
Talk to us about benefit plans for the self-employed
We Helped Them and we can help you!
Insurance
Thanks to our extensive experience in Financial Planning and Insurance, we helped Kevin, a physician, and his wife implement a plan to protect his family and his professional income from premature death and illness.
Employee Benefits & Small Business Solutions
After two meetings with Angelica, a small business owner, we helped her implement a plan to reduce the cost of providing health benefits to her employees.
Long Term Care
Mr. and Mrs. J. were concerned-about paying for nursing home care. We found them a hybrid life insurance policy with a generous LTC feature that will help pay for some of their costs should one or both of them require nursing home care.
Annuities
Mr. and Mrs. R. had lots of questions about how annuities could fit into their overall financial picture. After analyzing their assets and their income, we developed a plan to guarantee both of them lifetime income.
Investments
Mr. J. had never invested before and was looking for a fee-based advisor to guide him through the maze of investment products and approaches. We educated him and allowed him to make the choices in allocating his investments into a diversified portfolio.
Debt Elimination
Mr. and Mrs. F. wanted help becoming debt-free. We customized a plan for them to eliminate $52 thousand in debt and student loans. They're now on track to payoff all their debt including their mortgage in less than 8 years.
Employee Retirement Savings
Mr. W. wanted to offer his employees retirement benefits with a small matching contribution. His main goals were to help his employees plan for the future while saving money on taxes.
Why Work With Us....
We don't work for the people on wall street - We work for the people on your street!
Fee-based, always client-centered, always independent!
We get investing, and we help you get invested!
As an independent advisor, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
We are large enough to offer advice on a broad range of topics, and small enough to provide exceptional personalized services to our clients.
We provide our clients access to the world's premier investment managers, no matter the size of their account.
We proudly boast of our high small business retention rate and we attribute it to our outstanding service.
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