A complete list of active advisors currently associated with Wisdom Wealth Strategies
Warmer can help you find a great advisor at Wisdom Wealth Strategies or one who fits your needs even better.
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.
To learn more about the advisors currently working at Wisdom Wealth Strategies, 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 |
|---|---|---|
Greenwood Village, CO
| 20
| |
Greenwood Village, CO
| 20
|
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