“We help our clients integrate their values and their wealth so that their wealth and their values outlive them."
- Loreen Gilbert
Founder and President
At WealthWise Financial Services, we redefine wealth management through our "True Wealth Process."
Our process includes:
We encourage our clients to reflect on and articulate their vision, both personal and financial. Our values-based approach to financial planning and wealth management establishes a clear and personalized financial path to assist our clients in pursuing their goals.
We help our clients pursue their passions by taking the worry, fear, and concern out of wealth management and financial planning.
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.
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 meet 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 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.
Our financial and retirement planning process begins with us working together to articulate your vision of the future.
We navigate economic and market risks through a tactical investment philosophy.
Everyone has a vision of a personal legacy. We help you create your living legacy to carry out your vision.
When it comes to retirement plan consulting, experience and expertise are key qualities - the WealthWise Financial Services team has both.