Welcome to Wisdom Wealth Strategies
The road to financial success is about more than selecting a particular asset allocation model, choosing the right investments, or meeting a magic number for retirement. Financial independence isn’t simply about rates of return or savings analysis or 401k calculators.
Financial success is about peace of mind.
At Wisdom Wealth Strategies, we understand that you want a detailed financial plan and a roadmap to your independence. But you also want to know the answers to your most important questions: Am I doing this right? Am I protected? Is my vision for my future in line with my financial plan and my investments? Our guiding, teaching approach results in clarity, knowledge, confidence, and control over your financial future.
Your unique values and aspirations are the framework for the plan we create. Our advisors specialize in designing comprehensive plans that incorporate all of the relevant details of your financial life. In creating each plan, we consider risk management techniques, efficient tax strategies, and personalized investment approaches that are solutions to your specific needs. With our experience and expertise, we’ll help you set and achieve the goals relevant for each phase of your life.
An Introduction to Wisdom Wealth Strategies
Recent News & Blog Posts
This week’s blog post is an excerpt from the Certified Financial Planner Board of Standard’s website, www.LetsMakeAPlan.org. See more...August 17, 2016
“People who are successful are those who are willing to do the things that other people are unwilling to...August 3, 2016
Christmas is only 151 days away! We know that we’re not the only ones who get pretty excited about...July 27, 2016
The United States has a fascinating banking history. The first attempt at a centralized bank was in 1791, and...July 6, 2016
Clemens interviewed on 9 News for MoneySmart Week
9 News interview on Social Security with Blackwelder, CFP®, ChFC®