Every day, business owners make significant contributions to the strength of the nation and the security of our citizens. Small businesses employ over half of all private sector employees and account for 44% of the United States’ private payroll. It is important for the owners of these businesses to have access to quality financial planning directed at their unique needs.
At Wisdom Wealth Strategies, we have made a priority of serving the needs of business owners. Specifically, we specialize in employee benefit package design, retirement plan services, business continuation planning, and the reward and retention of key employees.
Securities offered through Cadaret, Grant & Co., Inc., member FINRA / SIPC
Wisdom Wealth Strategies and Cadaret, Grant are separate entities.
Representatives are licensed to offer securities in the following states: California, Colorado, Minnesota, Nevada,
New Mexico, Oregon, Texas, and Wyoming. Additional states may be added.