Broker Check


We are long term planners & investors building meaningful relationships for life.  To emphasize that commitment we choose to reward those that share our vision and partner with us for the long haul.

Wise Wealth Stakeholder’s Club

Clients with $500,000 or more in assets utilizing our Investment Management services will receive a permanent fee reduction on their third anniversary date as an Investment Management client of Wise Wealth Management.

Plan For Success Program

Clients that utilize our ongoing Financial Planning services for 3 consecutive years prior to utilizing Investment Management will automatically be enrolled in the Stakeholder’s Club, regardless of account size.

This program is geared towards those families in need of financial planning but below WWM’s typical Investment Management account size.

Have a Question?

Thank you!