A complete list of active advisors currently associated with Wealthwise Advisors

Warmer can help you find a great advisor at Wealthwise Advisors or one who fits your needs even better.

Wealthwise Advisors provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm is small — two registered representatives serving roughly 38 clients with about $15.7 million in regulatory assets under management — and offers ongoing portfolio management and fixed-fee financial planning. Investment programs are managed on a non-discretionary basis, with client approval required for each trade and individual Investment Policy Statements documenting goals and risk tolerance. The firm uses a mix of fundamental, technical and cyclical analysis and performs regular account reviews, with financial plans delivered within stated timelines and periodic portfolio monitoring. Wealthwise’s practice includes several uncommon affiliations for a firm of its size: the managing member owns a tax preparation business (Strategic Tax & Advisory Services) and both advisers spend a portion of their time on tax preparation, and both advisers are licensed insurance agents who may recommend and sell insurance products for commission (conflicts are disclosed). The firm also discloses a licensed real‑estate activity and referral arrangements for real estate transactions, and it does not utilize third‑party money managers.

To learn more about the advisors currently working at Wealthwise Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.