A complete list of active advisors currently associated with Wealthwise Financial Solutions, LLC

Warmer can help you find a great advisor at Wealthwise Financial Solutions, LLC or one who fits your needs even better.

WealthWise Financial Solutions provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. In addition to portfolio management and ongoing advisory consultations, the firm offers tax planning, accounting, and tax preparation services to both advisory and non‑advisory clients. The firm employs a fundamental‑analysis approach to portfolio construction, typically using diversified allocations of index and actively managed mutual funds and exchange‑traded funds alongside individual equities and fixed‑income securities, and it generally manages client accounts on a discretionary basis with periodic (at least quarterly) reviews. Custodial and execution services are arranged through a third‑party custodian and the firm emphasizes asset allocation, diversification, risk management, and tax efficiency in its recommendations. What is distinctive about the firm compared with most independent advisers is its operation as an accounting practice in addition to an investment advisory business and its leadership’s professional accounting and investment credentials; these accounting and tax services are separately compensated and the firm discloses the resulting conflicts of interest. The practice manages roughly $49.8 million for a relatively small client base, and discloses that accounting work may occupy a meaningful portion of the firm’s time, which can affect how services are coordinated and delivered.

To learn more about the advisors currently working at Wealthwise Financial Solutions, LLC, 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.