1. Who We Are
  2. /Our Firm

Our Firm

Wise Wealth is an independent firm.  We do not offer proprietary products. We provide independent, comprehensive fee-based financial advice. We are affiliated with professionals within the financial, accounting, pension, and legal fields to provide comprehensive planning services to our clients.

Wise Wealth understands that we are only as strong as our foundation. We have a core set of values that drives everything we do. These values help center our activities and keep us focused on who we are and why we serve our clients. 

  • Integrity: Our word is our reputation. Our reputation is the core of who we are. We work diligently to build and grow trust with our clients through honesty and transparency. 

  • World-Class Service: Our clients are everything, and without them, we are nothing. Everything we do revolves around what is best for our clients. At Wise Wealth, we are only successful when you reach your goals.

Head shot Jan and John
 

 

 

CFP®, CERTIFIED FINANCIAL PLANNER™, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.CFP®, CERTIFIED FINANCIAL PLANNER™, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.