Wisdom Wealth Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wisdom Wealth Strategies serves individuals and high-net-worth clients, their trusts and estates, and small-business personnel with financial planning, portfolio management and investment supervisory services. The SEC-registered, two-advisor firm manages approximately $190 million for roughly 219 clients and also provides tax return preparation and related tax consultation as part of its service offerings.
The firm applies a blend of fundamental and technical analysis and implements active, core-plus-satellite and passive strategies, tailoring asset allocation and investment guidelines to each client’s risk tolerance and objectives. Portfolios emphasize diversification, tax-efficiency and use of low-cost vehicles when appropriate, with discretionary management and periodic rebalancing used to maintain target allocations.
What distinguishes the firm from many peers is that firm personnel are licensed insurance agents and the adviser offers in-house tax preparation supported by credentialed tax staff, enabling coordinated advice across insurance, tax and investment matters; the brochure discloses that associates may receive insurance compensation when appropriate. The firm also discloses it will not vote proxies on clients’ behalf and operates with a single recommended custodian program that provides institutional services to the adviser, considerations prospective clients may want to review.
Client services
Expertise
Fee options
Fixed fees ranging from $500 to $10,000 per plan
$0 - $499,999: 1.25% annually $500,000 - $999,999: 1.10% annually $1,000,000 - $1,999,999: 1.00% annually $2,000,000 - $2,999,999: 0.90% annually $3,000,000 - $3,999,999: 0.80% annually $4,000,000 - $4,999,999: 0.70% annually $5,000,000+: 0.60% annually
$350 per hour billed in 15-minute increments
Fee-only: Fixed fees from $500 to $10,000 per plan; Hourly rate $350 per hour
Main office
7400 East Orchard Road, Suite 130
Greenwood Village CO 80111
Advisors at this office
2
Most active in
Arizona · Colorado
Also doing business as
Wisdom Wealth Strategies · Wisdom Wealth Strategies, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Andrea B
CFP®, ChFC®, Series 63, Series 66
Greenwood Village, CO
Wisdom Wealth Strategies
Andrea Blackwelder is a CFP® and ChFC® with 19 years of industry experience. She has been with Wisdom Wealth Strategies since 2009. In addition to her financial advisory role, she is a commissioned notary for the state of Colorado and an independent insurance agent. Wisdom Wealth Strategies provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, and small businesses. The firm employs a combination of fundamental and technical analysis with active, Core + Satellite, and passive strategies to build customized portfolios, and also offers tax return preparation and coordination of investment supervisory services.
Joseph C
CFP®, Series 63, Series 65
Greenwood Village, CO
Wisdom Wealth Strategies
Joseph Clemens is a CFP® professional with 19 years of experience, currently serving at Wisdom Wealth Strategies in Greenwood Village, CO. He has worked with Wisdom Wealth Strategies, LLC since 2009 and previously with Wisdom Wealth Strategies Tax from 2014 to 2021. Clemens is also an enrolled agent and serves as an adjunct instructor at the College for Financial Planning. Wisdom Wealth Strategies provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, and small businesses. The firm employs a combination of fundamental and technical analysis and offers a range of investment strategies, integrating tax preparation and insurance services alongside its financial planning.
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