Company Overview
WealthWise Financial Solutions, LLC is a registered investment advisor firm offering comprehensive financial planning, asset management, tax preparation, small business services, and financial consulting to individuals and small businesses. We strive to offer clients an experience different from other investment advisors by offering superior expertise in the traditional quantitative services matched with a Christian-based, personal approach designed to build a long-term partnership with you to achieve your financial dreams of tomorrow.
At WealthWise Financial Solutions, we believe everyone deserves quality financial advice. Our firm was founded on the basis of serving individuals and small businesses with personalized, unique services tailored specifically for their needs. Our financial plans, advice, and wealth management services are based upon years of financial market experience, sound financial theory, and Christian principles. We partner with you to develop and implement a financial plan that is balanced for living today and fulfilling your dreams of tomorrow. We want to be your financial partner throughout all phases of your life, not just your high-net worth years.
The WealthWise Difference
At WealthWise, we strive to be a different type of financial advisor firm. How? Through the advisors making up the firm and the way in which we provide services. What is the WealthWise difference?
Partnership Approach. We partner with our clients, aligning our interests with theirs to maximize value and services to our clients. At WealthWise, we are here to help clients. We care. We are not here to collect a quick commission when a client gets a bonus. We are here, day to day, managing their plan and portfolio, thinking of ways we can help them even more. We are a fee-only firm and we offer superior service and expertise while offering one of the lowest fee structures in the industry.
Experience. Our advisors have superior educational backgrounds, achieving Masters of Business Administration degrees with emphasis in Finance. They have had extensive experience in strategies derived by Wall Street banks involving mutual funds, ETFs, stocks, bonds, derivatives, and strategies formulated by combining these securities. Furthermore, they are required to pass a rigorous program to attain the Chartered Financial Analyst certification. In addition, they are Certified Public Accountants and may have additional certifications. Furthermore, our advisors believe in life-long education in topics that will benefit clients and keep them abreast of the legislative changes that impact clients.
Education for Clients. Because we do consider ourselves to be your partner, we want you to know what impacts your financial future and be comfortable with how we a managing your funds. We understand that financial matters can be confusing and making decisions that so impact your future can be very difficult. Therefore, we believe it is our responsibility to make sure you know understand exactly where your money is invested, the risks associated with investments, potential results of decisions, etc. Despite our history with Wall Street banks and sophisticated strategies, we can boil down investments and strategies into layman’s terms so that clients learn and understand that finance does not need to be a black hole. Again, this is part of our partnering approach.
Christian Foundation. WealthWise is a Christian-based firm, which means that we follow Christian principles in advising and investing. We believe that we should be good stewards not only of our own funds, but also of our clients. As such, we strive to keep our fees among the lowest in the industry while offering superior service. We use a discount brokerage firm (Scottrade) as a custodian to minimize costs to our clients.
At WealthWise, we know what makes a great financial advisor firm – the financial advisors making up the firm. Our advisors believe in helping people and they have the experience and education to help people in their financial lives. We strive to stay abreast of all areas that impact our client’s financial health and create strategic advantages for our clients. At WealthWise, we align our interests with our clients in every aspect. We are a Christian-based, fee-only firm with the goal of providing superior financial advice and services to a select base of clients. We realize that we are unique from large brokerages that process clients through their model. We are looking for unique clients that want personalized service, tailored plans and portfolios, and a partner to help them achieve their financial goals and dreams. If you are a client looking for this, we would love to talk with you. Contact us and discover the WealthWise difference.