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.