Wisdom Wealth Strategies

Welcome to Wisdom Wealth Strategies

When it comes to your finances, you have a lot going on. You are faced with the responsibility of planning for retirement, saving for college, choosing the appropriate insurance to protect your family, keeping your spending under control, and managing goals that sometimes seem conflicting. And that’s just a few of the things you have on your mind!

Despite the complexity, it seems to boil down to a handful of critical questions: Am I doing this right? It is going to work? Are we on track? Should I be doing something more? Are we going to be okay?

Technology and information have presented us with more tools to manage our finances than ever before. For every question, a dozen calculators exist, ready to quickly push out an answer. There are algorithms for this, pie charts for that, and rules of thumb for every situation. But that’s not good enough, is it?

You don’t want to know if your financial plan or your investment portfolio is going to work for the average 60-year-old with a moderate tolerance for risk. You want to know if it’s going to work for YOU! You don’t want cookie-cutter allocations, basic advice, or general rules. You need information and a roadmap that puts YOU at the center. Your needs, your values, your unique situation. YOU.

We get it. Every day we meet with individuals and families who need to know how to take their complex, overwhelming, complicated financial situation and make it work. These are the things we are told our clients want most:

I want a fiduciary to tell me how to manage my financial life and teach me about the financial options that are in my best interest.
I want someone to help me manage my money in a way that I understand and with my values in mind.
I want to call your office and speak to someone who knows me and my family, not just my net worth.
I want a centralized place where my financial life can be managed. I want a financial quarterback.
I want someone to help me be accountable, someone who knows what my goals are and helps me stay on track.
I want to worry less and enjoy my financial success more.

Our clients want to know that a financial expert is watching out for them and sharing the responsibility of making good financial decisions. More than anything, our clients want us to help them find financial peace and gain control over their financial lives.