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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 Values

WealthWise Financial Services delivers personalized strategies that embody these values:

▪ Integrity
▪ Competence
▪ Care

Our Philosophy

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 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.