Wise Wealth, Llc

Description

• At Wise Wealth, LLC, we view it as our responsibility to understand your long-term goals and dreams so that we can leverage our knowledge and experience to help you realize them. Rather than address your unique situation with an outdated, transactional approach focused on individual products, we specialize in helping you create a holistic financial strategy that can be adjusted along lifes journey to help you reach your destination.We work with our clients to aid in accomplishing goals such as funding educational expenses, minimizing both current income and future estate taxes, preparing for retirement and maintaining your current lifestyle throughout your retirement years.An independent financial services company, Wise Wealth offers programs in five areas to meet a variety of needs:Financial Planning - helping clients map their financial futureWealth Management - providing clients with the best investment solutionsWorkplace Financial Education - helping employers provide financial wellness benefits to employeesFinancial Coaching - assisting clients with their budgets and plans to deal with debtFinancial Ministries - working on biblical financial management to church groups and faith-based organizations Wise Wealth proudly conforms to the financial planning process and Code of Ethics as defined by the CFP Board of Standards, and the Financial Planning Client Bill of Rights. We are an independent Registered Investment Advisor firm.
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  Headquarters:618 Southeast 4th Street , Lee's Summit, Missouri, United States

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  Phone Number: +1 816-889-9473

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  Website: https://www.wisewealthkc.com

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  Employees:9

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  Revenue:$1 - 10M

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  Legal Name:Wise Wealth, Llc

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• |  NAICS Code: 624190  |

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