A complete list of active advisors currently associated with Weise Financial Wellness

Warmer can help you find a great advisor at Weise Financial Wellness or one who fits your needs even better.

Weise Financial Wellness is a fee-only advisory firm that provides comprehensive, ongoing, and project-based financial planning to individuals and high‑net‑worth clients. The firm does not provide investment management or custody of client assets and addresses topics such as retirement planning, estate and tax planning strategies, cash flow and debt management, insurance, college savings, and business planning. The firm’s planning process emphasizes a holistic, goals-driven approach and uses asset allocation analysis and mutual fund/ETF selection (including passive index exposures) when making investment recommendations within the context of a financial plan. Clients retain responsibility for implementation and execution; for ongoing engagements the firm schedules regular check-ins (at least quarterly) and coordinates with third‑party professionals when legal, tax, or insurance expertise is needed. Noteworthy features disclosed in the brochure include an affiliation with a law firm where the principal practices law and mutual referrals may occur; that relationship is disclosed and managed to address conflicts of interest. Also atypical for firms with no active registered advisors, the firm offers both fixed‑fee and hourly pricing for planning engagements, operates strictly on a fee‑only basis, and does not act as a private‑fund adviser.

To learn more about the advisors currently working at Weise Financial Wellness, 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.

Name	Location	Years of experience
Brooke Weise	Middlebury, CT	5

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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