Our Team

As the founder of Wise Wealth, Jan delivers bespoke wealth management solutions, utilizing a refined, holistic approach tailored to the unique complexities of high-net-worth individuals and families. With extensive experience in life planning, portfolio management, sophisticated tax strategies, and risk management, Jan ensures a seamless integration of personal and financial goals. As an independent investment adviser representative of Commonwealth Financial Network^®, a Registered Investment Adviser, she offers impartial, client-centered advice designed to safeguard and grow her clients' wealth for generations.

Originally from New Mexico, Jan established her practice in Connecticut after earning a BS from Bryant College in 1985 and an MBA from the University of New Haven in 1992. Over the course of her distinguished career, she has been recognized with multiple accolades for her achievements and has served as a national training consultant for American Express Financial Advisors.

Jan is deeply committed to philanthropy, having led major fundraising efforts for the March of Dimes, the American Lung Association, and Rotary International. Her passion for charitable work also extends to animal rescue, where she founded Last Chance Farm Sanctuary in Tennessee. This sanctuary focuses on rescuing dogs from high-kill shelters and horses from slaughter auctions, offering these animals a second chance at life.

Jan and her husband, Jeff, have three children and 3 grandchildren. Together, they share a love for adventure, including horseback riding, scuba diving, football, wrestling, and motorcycle riding.

Through Wise Wealth, Jan works with her team to partner with affluent families to help them preserve and enhance their legacies, enabling them to focus on what matters most: living life with purpose and passion.

Jan Wise* CFP®, ChFC®, MBA- 2012-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award is presented in November based on data gathered within 12 months preceding the issue date. 3710 advisors were considered, 282 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

John D'Agostino’s passion for financial management and planning began at an early age. By the time he reached his teenage years, he was already focused on pursuing a career in finance. He continued his education at Old Dominion University in Norfolk, Virginia, where he excelled both academically and athletically, competing as a Division I wrestler. John graduated with a bachelor’s degree in 2018.

While in college, John interned with Gottfried & Somberg Wealth Management, gaining valuable experience in the financial industry. After graduating, he worked at Edward Jones Investments before beginning his career with Wise Wealth, where he worked alongside his mother, Jan Wise, the firm’s president and founder. John initially specialized in student loan consolidation and focused on assisting younger clientele, helping them build a strong financial foundation.

Now a partner in the firm, John serves as the lead investment advisor and heads the firm’s investment and economic research team. He meets regularly with analysts and uses top market research tools to deliver insightful, up-to-date advice, creating personalized and diverse investment portfolios for clients. His skill and dedication have earned him recognition as a Five Star Professional Award recipient. In addition to his professional accomplishments, John plays a key role in mentoring up-and-coming advisors within the practice, helping shape the next generation of financial professionals.

John’s influence extends beyond the financial industry as well. A former Division I wrestler, John continues to give back to his community as a volunteer wrestling coach at Nonnewaug High School. He is also actively involved with local first responders and law enforcement, providing informational sessions on retirement and financial planning. Additionally, John teams up with the Naugatuck Police Department each year to raise money and participate in the annual Plane Pull for Special Olympics Connecticut.

Outside of work, John’s commitment to fitness is further highlighted by his achievements as a champion bodybuilder. Always alongside John is his girlfriend, Caitlin, and their cat, Rocco.

John D’Agostino- 2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award is presented in November based on data gathered within 12 months preceding the issue date. 3710 advisors were considered, 282 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Alicia joined our firm in 2015 and quickly oriented herself to the firm's practices and Commonwealth procedures. She has a bachelor's degree with a minor in sociology and ethics. Alicia completed and received her Financial Paraplanner Qualified Professional^TM registration with the College for Financial Planning and received her certificate of appointment as a notary public.

As our senior planning assistant, Alicia is responsible for managing our Connecticut office and assisting with training new staff. Her mission is to provide our clients with the highest level of customer service possible. Alicia works as the financial planning department head and assists advisors with preparing and delivering financial plans to our clients. She also acts as the liaison between clients and their CPAs during tax season. She has an excellent working knowledge of client account processes and facilitates the setup and maintenance of client accounts.

Since joining the firm, she spearheaded the Department of Labor project to ensure that all of our clients had up-to-date accounts and information and were able to continue in our fiduciary relationships. She brings years of experience to the office and has a great rapport with all our clients.

Alicia lived in Holland for six years and in Curaçao for four years, becoming fluent in Dutch during her time overseas. She, along with her husband Pete and three children—Camden, PJ, and Penny—are active in their community, participating in Earth Day cleanups and assisting with disaster recovery efforts during the Seymour/Oxford flood in 2024. The family also has two large English Mastiffs and enjoys spending time together, playing in the backyard, and hosting bonfires with friends and neighbors

Jennifer joined Wise Wealth in August 2018 as an administrative assistant and brings more than 30 years of administrative experience to our team. Jennifer quickly immersed herself in the finance world and now is primarily responsible for scheduling meetings with all our clients, as well as providing administrative and logistical support to the Wise Wealth team. She handles client correspondences while working with Jan and John directly to ensure that all client accounts are reviewed and that their goals are updated as necessary. As a liaison for our team and clients, Jennifer has built working relationships with many of our clients who greatly value and appreciate her support and assistance.

Jennifer has an associate degree from Katharine Gibbs School and has completed training provided by Commonwealth. Prior to joining Wise Wealth, she worked in medical, health insurance consulting, and legal fields.

Born and raised in Connecticut, Jennifer and her husband, Joe, have two grown children. In an effort to give back to the community, her family is actively involved with their hometown's volunteer fire and ambulance services. They are also avid supporters of the annual Closer to Free bike ride in support of Smilow Cancer Hospital and Yale Cancer Center. She and her husband enjoy traveling, gardening, and spending time with family.

Alexandra joined Wise Wealth in 2022, bringing a fresh perspective to the business planning and operational support of the firm. As Marketing and Operations Manager, Alexandra develops and implements strategies to promote the firm’s services while ensuring operational efficiency. She oversees branding, client engagement, and internal process improvements to support the firm's growth and success. Additionally, she manages the firm's compliance initiatives, ensuring that all marketing materials and operational procedures adhere to industry regulations and standards.

Alexandra's comprehensive approach integrates marketing, operations, and compliance, contributing to the firm's responsible growth and sustained excellence.

After earning her degree from Millersville University of Pennsylvania in 2010, Alexandra began a career in banking before focusing on raising her family. As a military spouse, she provided stability for her children while her husband, Christian, served as a Marine Corps officer both at home and overseas. During their active-duty tenure, Alexandra and her family lived in several states, including Florida, California, South Carolina, and Virginia.

Alexandra earned her Master of Education from the University of Mary Washington in Virginia, graduating with honors and receiving recognition for excellence in education. After working as an elementary teacher, Alexandra was inspired by her close relationship with Wise Wealth advisors Jan Wise and John D’Agostino to transition into the family business.

Outside of work, Alexandra enjoys spending time with her husband—now a major and pilot in the Air National Guard— their three young children, and their golden retriever. Together with her family, she loves traveling, skiing, cheering on the Dallas Cowboys, and staying connected with extended family.

Cody joined Wise Wealth as a Senior Account Administrator in 2024, bringing experience in consumer banking and asset-based lending. Born and raised in Waterbury, Connecticut, he earned his bachelor’s degree in business administration from Southern Connecticut State University School of Business. Cody developed an interest in finance when he began working as a summer teller at Webster Bank, eventually transitioning to a full-time role while completing his degree.

Cody grew up as a close friend of advisor John D'Agostino, and their strong friendship enhances their working relationship. Currently, Cody is actively working towards his FINRA licensing and collaborates closely with John as he prepares for a future role as an advisor. As a Senior Account Administrator, Cody manages the day-to-day operations of client accounts, ensuring accuracy in transactions and handling client inquiries. He works closely with financial advisors to maintain client records, ensure compliance, and provide exceptional service to clients.

Outside of work, Cody is deeply involved in the local short-track racing scene, supporting his brothers’ racing efforts in their family-owned car. Having learned to drive a Quarter Midget at just five years old, Cody’s passion for racing started early. He also serves as a pit-crew member for a Tour Modified team that competes throughout the Northeast. In his free time, Cody enjoys traveling, golfing, and trying new restaurants.