Forbes Best in State Wealth Advisors 2021
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.
Forbes Top Women Wealth Advisors 2020
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.
Wealth Management Redefined ®
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.
Financial Planning
Articulating Your Vision
Our financial and retirement planning process begins with us working together to articulate your vision of the future.
Wealth Management
Navigating The Risks
We navigate economic and market risks through a tactical investment philosophy.
Estate Planning
Creating a Legacy
Everyone has a vision of a personal legacy. We help you create your living legacy to carry out your vision.
Retirement Plan Consulting
Employer & Employee Services
When it comes to retirement plan consulting, experience and expertise are key qualities - the WealthWise Financial Services team has both.