Our Services
Wealth Management
Personalized Wealth Management and Private Client Services—for You and Future Generations
At Wise Wealth, we provide a full range of fee-based wealth planning solutions designed to protect and grow your financial well-being. Our services include tactical and strategic investment management, estate planning and generational wealth transfer optimization, tax reduction strategies, and planning for financial independence (however you define that), all tailored to meet your unique goals. With a client-focused approach, our experienced team is committed to guiding you toward a fulfilling, secure, and prosperous financial future.
Strategic Financial Planning
Let our professionals help you map out the next stages of your financial life. Whether it’s long-range planning or strategizing for short-term goals, our advisors are equipped with the most up-to-date software and decades of experience to ensure you feel comfortable and secure for the future.
Strategic Financial Planning
Let our professionals help you map out the next stages of your financial life. Whether it’s long-range planning or strategizing for short-term goals, our advisors are equipped with the most up-to-date software and decades of experience to ensure you feel comfortable and secure for the future. Our analysis covers a wide range of life planning considerations, from calculating savings needs for specific goals, analyzing retirement and Social Security income details, to determining future income and estate taxes. Working with your accounting and legal professionals or ours, we will provide solutions and options to more efficiently manage your future financial needs. Our financial planning team brings together multiple specialized members, collaborating to ensure the highest level of accuracy in each intricate part of your plan.
Investment Management
Our clients are supported by dedicated investment specialists who offer customized investment portfolios tailored to help fulfill your goals and support you throughout retirement.
Investment Management
Our clients are supported by dedicated investment specialists who offer customized investment portfolios tailored to help fulfill your goals and support you throughout retirement. Our team regularly meets with economists and industry professionals to stay informed and provide the highest level of knowledge and insight. We offer a broad range of investment options, including stocks, bonds, hedge funds, and other alternatives. This selection process is evaluated with you early on, ensuring your portfolio is aligned with your financial objectives.
Tax Reduction Strategies
Our team is committed to helping you develop effective tax reduction strategies that align with your financial goals.
Tax Reduction Strategies
Our team is committed to helping you develop effective tax reduction strategies that align with your financial goals. Utilizing advanced tax planning software, we analyze your tax returns to identify potential savings and opportunities. By collaborating with your tax and legal professionals, or utilizing our trusted network of specialists, we aim to minimize tax liabilities and maximize after-tax income. We consider all aspects of your financial situation, including income, estate taxes, capital gains, and charitable giving opportunities. Through careful planning and tailored strategies, we work to help preserve and optimize your wealth for both the short and long term.
Estate Planning & Wealth Transfer Strategies
A well-crafted estate plan is essential to preserving your legacy and ensuring the smooth transfer of wealth to future generations. We focus on minimizing estate taxes, protecting assets, and maximizing the benefits for your heirs and charitable causes.
Estate Planning & Wealth Transfer Strategies
A well-crafted estate plan is essential to preserving your legacy and ensuring the smooth transfer of wealth to future generations. We focus on minimizing estate taxes, protecting assets, and maximizing the benefits for your heirs and charitable causes. Using tailored wealth transfer strategies, such as donor advised funds, charitable remainder trusts, and other trusts, we help you maintain control over how your assets are distributed, creating a lasting impact while aligning with your long-term financial goals.
Employer Sponsored Plans
Employer-sponsored retirement plans are a powerful tool for both business owners and their employees, offering significant tax advantages and helping to secure financial futures.
Employer Sponsored Plans
Employer-sponsored retirement plans are a powerful tool for both business owners and their employees, offering significant tax advantages and helping to secure financial futures. We assist businesses in designing and managing customized retirement plans that align with company objectives while maximizing benefits for participants. From 401(k) plans to profit-sharing options and defined benefit plans, our team provides ongoing plan design and management. By offering tailored solutions, we ensure your business remains competitive while helping employees build a strong foundation for retirement.
Small Business Planning
For most business owners, their business is their most valuable asset, and the financial success of that business has a direct impact on their family’s economic security. With proper planning, your small business can be used to help support your retirement and benefit your family well into the later stages of your life.
Small Business Planning
For most business owners, their business is their most valuable asset, and the financial success of that business has a direct impact on their family’s economic security. With proper planning, your small business can be used to help support your retirement and benefit your family well into the later stages of your life.
Personal & Business Insurance
Risk management is essential for minimizing financial and personal losses related to your assets, business, or health.
Personal & Business Insurance
Risk management is essential for minimizing financial and personal losses related to your assets, business, or health. Through a thorough evaluation process, we identify areas that may require attention—whether it’s personal insurance, business ownership, or liability concerns. Our licensed advisors are equipped to guide
you in acquiring the necessary coverage, helping to ensure that your financial well-being is protected against unforeseen risks.
Private Client Services for High-Net-Worth Individuals
We understand the unique opportunities and challenges that come with family wealth. That’s why we focus not only on preparing your assets—through financial, tax, and estate planning—but also on providing your family with the guidance they need to steward them. Safeguarding your wealth, values, and legacy is a crucial—and often complex—part of estate planning. Our team offers a range of tailored solutions designed to support long-term success for you and your loved ones. Let us help you navigate the complexities that accompany financial prosperity.
The Opportunities and Challenges of Wealth: A Guide for Families
Discover practical strategies to help your family harness the benefits of wealth, navigate its complexities, and build a lasting legacy.
Preparing the Rising Generation: An Intentional Approach
Intentionally prepare your children for the responsibilities of wealth through open communication, practical education, and hands-on experiences that foster their growth and stewardship.
Hear What Our Client Thinks
“Wise Wealth has provided me with an ever-evolving, customized roadmap for financial and life planning for nearly 20 years. Jan and her team have partnered with me at every key turning point in my life, navigating career changes, health and insurance challenges, real estate and risk management decisions, tax questions, and, most recently, blending my finances with my wonderful, late- in life husband!
Jan and her team are incredibly responsive, thorough, and patient—especially with those of us who aren’t as savvy when it comes to financial planning. At the same time, they never ‘dumb down’ the discussions but ensure every step is clear and understandable.
I chose Jan after interviewing three other financial planners because she was the only one who listened to my needs without judgement and offered the clearest guidance for my mid-life stage, when I first sought help. And now, at 71, I have a financial plan that gives me confidence and peace of mind!”
- Susan Strasburger*
*This statement was provided October 2024 by Susan S. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Ready To Take The First Step?
While our offices are located in Connecticut, New York, and Tennessee, our firm can provide services to clients across the United States.
We take pride in building lasting relationships. By getting to know you on both a personal and financial level, we’re able to craft a comprehensive, holistic financial approach that aligns with your lifestyle and is uniquely tailored to your growing financial needs. Click below to schedule an introductory meeting.