Wealthy & Wise Family Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only wealth management and investment advisory services to individuals, small business owners and professionals, as well as corporations, trusts, estates and charitable organizations. Offerings include discretionary portfolio management, comprehensive financial planning (included for accounts of $1 million or more), family office consulting and modular financial-planning sessions for clients who are not otherwise under ongoing advisory arrangements.
Investment advice is delivered through a customized, discretionary approach that emphasizes long-term wealth preservation, steady growth and global diversification, with each investment program continuously managed and periodically reviewed. The firm implements model portfolios in part through third‑party outside managers and custodians (including Betterment Institutional, Fidelity and Interactive Brokers), assisting with allocation selection, tailoring models and reviewing outside manager performance; it receives negotiated fee shares from those outside managers.
Noteworthy aspects in the brochure include the firm’s public educational seminars and workshops (both free and paid) on personal finance and investor topics and its session‑based modular planning engagements billed per 60–90 minute session. The firm also provides family office services at no additional charge for larger relationships (accounts with at least $5 million), discloses the fee‑sharing relationship with outside managers as a potential conflict of interest, and lists advisors with professional designations such as CFP and CAIA and advanced academic credentials; the brochure does not disclose any disciplinary history.
Client services
Expertise
Occupation focus
Fee options
$0+: 1.75% annually (Family Office & Investment Advisory Services, negotiable) $0+: 0.95% annually (Investment Management Services via Outside Managers, negotiable)
$200-$400 per 60-90 minute session for Modular Financial Planning Services (negotiable)
Fee-only: Fee-only firm; does not receive commissions or other compensation.
Main office
10320 Little Patuxent Pkwy., Suite 930
Columbia MD 21044
Advisors at this office
3
Most active in
Maryland
Also doing business as
Invested. · Ipm · Ptc International Portfolio Management, Inc. · Wealthy & Wise Family Office
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Endrit L
Series 63, Series 65
Columbia, MD
Wealthy & Wise Family Office
Endrit Lloshi is a financial advisor with Wealthy & Wise Family Office in Columbia, MD, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to his advisory career, he worked for five years at Aldo's Restaurant. Wealthy & Wise Family Office provides fee-only wealth management and investment advisory services to individuals, small business owners, professionals, corporations, trusts, estates, and charitable organizations. The firm offers customized discretionary portfolio management and comprehensive financial planning, emphasizing long-term wealth preservation, steady growth, and global diversification.
Taiyoung L
Series 65
Columbia, MD
Wealthy & Wise Family Office
Taiyoung Lee is a financial advisor at Wealthy & Wise Family Office with 20 years of industry experience. He holds a Series 65 designation and has worked at PTC International Portfolio Management, Inc. since 2000 and at PTC International Inc. since 1981. Outside of his advisory role, he consults for small and mid-size companies in South Korea, focusing on business development. Wealthy & Wise Family Office provides investment advisory and wealth management services to small business owners, professionals, and a variety of individual and institutional clients. The firm employs a customized investment process with discretionary portfolio management and offers comprehensive financial and family-office planning services.
Genti C
CFP®, Series 65
Columbia, MD
Wealthy & Wise Family Office
Genti Cici is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He is the founder of StandUP Advisors, where he has served as a fiduciary advisor since 2017. In addition to his work at StandUP Advisors, he provides financial planning and fiduciary advice to clients through an independent contractor relationship with InvestEd. StandUP Advisors is a fee-only fiduciary firm serving individuals, families, trusts, estates, and charitable organizations. The firm uses a customized, goals-based process and manages assets on a discretionary basis with a broadly diversified, ETF-style global investment approach, offering both all-ETF core strategies and core-satellite options.
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