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Maria K
Series 65
Wayland, MI
Wordhouse Wealth Coaching
Maria Kuitula is a financial advisor at Wordhouse Wealth Coaching with 15 years of industry experience. She holds a Series 65 designation and has been with Wordhouse Wealth Coaching since 2012. The firm serves individual clients with ongoing wealth coaching, financial education, portfolio analyses, and coordination with third-party advisers. Wordhouse Wealth Coaching utilizes a Free Market philosophy and a proprietary FMIA/MRI process to develop globally diversified, evidence-based portfolios, operating in a co-advisory role while third-party RIAs handle investment management.
Phyllis W
CFP®, Series 63, Series 65
Wayland, MI
Wordhouse Wealth Coaching
Phyllis Wordhouse is a CFP® professional with 41 years of experience in financial advising. She has led Wordhouse Wealth Coaching since 2008, focusing on wealth coaching and financial education. Wordhouse Wealth Coaching serves individual clients with a range of financial situations, offering ongoing coaching, education classes, portfolio analyses, and third-party adviser recommendations. The firm employs a Free Market philosophy and a proprietary FMIA/MRI process to guide evidence-based, globally diversified portfolios managed by a third-party RIA.
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