“We help our clients integrate their values and their wealth so that their wealth and their values outlive them."
- Loreen Gilbert
Founder and President
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 in transition.
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 in transition. 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 in transition 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 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.