Our Company

About WealthWise Financial Services

Our Commitment

We help our clients pursue their passions by striving to take the the worry, fear and concern out of wealth management and financial planning.

Our Philosophy

Our company philosophy is to Redefine Wealth Management through delivering comprehensive wealth strategies with the utmost Integrity, Competence, and Care.

At WealthWise Financial Services we navigate economic and market risks through a tactical investment philosophy and construction of core and satellite portfolios. We create core fee-based portfolios with unconstrained weightings in sectors, market capitalizations and geographic location. We also create satellite portfolios using a variety of alternative investments that provide potential downside protection strategies.

Our Clients

We add value to corporate and individual clients across the nation. We have always placed the client at the center of our firm. Therefore with new technology we are able to provide different service models to address your specific financial goals depending on investable assets and planning needs.

Whether we are working with individuals on retirement and estate planning, or consulting with business owners to maximize retirement plans and develop and an exit strategy, our integrative approach helps give our clients a vision of the next chapter in life. If you would like to review your current financial situation, send us an email or give us a call at 800.961.8160 or 949.748.1177.