Enjoy the Benefits of Wise Wealth Management Total Solutions

Because Wise Wealth uses a managed portfolio approach to wealth management, we require a minimum of $50,000 to open an investment account, with fixed fees based on the investment amount.* An initial investment of $50,000 or more entitles our clients to our Wise Wealth Management Total Solutions package of services, including:

• Financial planning process
• Identification of wealth management stage accumulation (saving/investing), preservation or distribution (income/gifts)
• Investment policy statement to spell out ground rules for the client/investment manager relationship
• Asset allocation and portfolio recommendations
• Guaranteed income strategies (insuring your lifetime income)
• Quarterly statements
• Email newsletter
• Annual reviews
• Investment options include: stock baskets, mutual funds, exchange traded funds (ETF’s) and separately managed accounts (SMA’s)
• Insurance options include: annuities, life insurance, long term care, and disability insurance

As an independent Registered Investment Advisor firm, Wise Wealth charges a flat fee based on assets under our management, and our compensation depends on the outcome of our investment recommendations. There are no time-based contracts. Our clients are free to take their investments elsewhere at any time.

*For investment accounts of less than $50,000, Wise Wealth can provide investment advice and portfolio recommendations for an hourly fee.