Wise Financial Strategies, LLC

The firm provides advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporations. Services described in the brochure include discretionary investment supervisory/portfolio management (delivered in conjunction with a third‑party money manager, CPS Investment Advisors), 401(k) daily‑valuation services, written financial plans and consulting, and public seminars and workshops on investing and personal finance.

Its stated investment approach is fundamentally driven and value‑oriented with a long‑term horizon, relying on research sources such as Value Line and Morningstar and occasionally employing option strategies (e.g., covered calls and spreads) as part of portfolio management. Financial planning and consulting are offered on fixed‑fee or hourly bases, and the firm may recommend or introduce other advisers and custodians to implement recommendations, including participation in an institutional custody program.

Noteworthy distinctions compared with peers include an operating affiliation with a public accounting firm and the combination of free educational seminars with direct planning and portfolio services — features that are uncommon among firms without active SEC‑registered advisors. The brochure also notes the firm is an early‑stage filer (reporting zero assets under management at the filing date), does not act as a private fund adviser, and may waive planning fees when clients select its designated money manager, indicating an operational model that blends accounting, planning, and outsourced asset management.