9070 Irvine Center Drive
Loreen Gilbert CIMA®, AIF®, CRC®, CA Insurance License #0B56479
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
"We help our clients integrate their values and their wealth so that their wealth and their values outlive them."-Loreen Gilbert, Founder and CEO
Articulating Your Vision | Navigating the Risks | Creating a Legacy
Our purpose at WealthWise Financial Services is to Redefine Wealth Management.
We believe that hard-working Americans have the right to pursue financial security by legally reducing their income and estate tax obligations.
We specialize in working with business owners, key executives and women of wealth.
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.
WealthWise Financial Services delivers personalized strategies that embody these values:
▪ Integrity▪ Competence▪ 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 specialize in working with business owners, key executives and women of wealth. Our clients entrust us with a minimum of $500,000 in investable assets.
Whether we are working with business owners and key executives to maximize retirement plans and develop an exit strategy, or women of wealth on retirement and estate planning, 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 949.748.1177.
Articulating Your Vision
Our financial and retirement planning process begins with us working together to articulate your vision of the future.
Navigating The Risks
We navigate economic and market risks through a tactical investment philosophy.
Creating a Legacy
Everyone has a vision of a personal legacy. We help you create your living legacy to carry out your vision.
Employer & Employee Services
When it comes to retirement plan consulting, experience and expertise are key qualities - the WealthWise Financial Services team has both.