A complete list of active advisors currently associated with Wisdom Wealth Investment Advisors LLC

Warmer can help you find a great advisor at Wisdom Wealth Investment Advisors LLC or one who fits your needs even better.

The firm provides discretionary and non-discretionary portfolio management, financial planning, advisory consulting, and pension consulting to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, and business entities. It integrates financial planning with ongoing portfolio management and offers single‑topic consulting engagements as needed. Portfolios are customized to clients’ stated objectives and risk tolerances and may be implemented using firm model portfolios or predefined strategies, with ongoing monitoring and rebalancing. For retirement-plan and “held‑away” defined contribution accounts the firm uses third‑party platforms (Absolute Capital, Pontera) to manage accounts and, where agreed, may direct trades on participants’ behalf. The firm discloses an affiliation with a tax advice and preparation company owned by a principal and may refer clients to that related business, a relationship the brochure identifies as a potential conflict of interest. It also provides investment‑related educational seminars and participant workshops as part of its pension consulting (offered at no additional charge), a service the firm notes but does not offer as a standalone paid product — a combination that is less common among peers.

To learn more about the advisors currently working at Wisdom Wealth Investment Advisors 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.

Name	Location	Years of experience
Blake Bottle	Phoenix, AZ	36
Joseph Mcinerney	Phoenix, AZ	32

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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.

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