Jan Wise has earned the distinction of *Five Star Wealth Manager in 2012â2019. Sign up for Tandemâs And we work together to chart a financial path so you can achieve the life you wantâboth now and in ⦠We take a holistic approach, identifying the unique goals, resources, and needs that apply to the person—not the demographic. 2. Wise Wealth, LLC is registered with the Securities and Exchange Commission as an investment adviser. He was a co-founder of the Wise Investor Group in Reston, Virginia and co-hosted The Wise Investor Show on WMAL 630 AM and 105.9 FM in Washington, D.C., and the Midweek Update podcast heard on iTunes. Since 1988 David assisted his clients with the wisdom and guidance to create comprehensive wealth management strategies. As an independent firm, we have access to a wide range of unbiased financial strategies and services to help ensure that your wealth is strategically managed in line with your financial goals. David serves as a resource to individuals, families, business owners and executives, assisting them with decisions regarding their financial health. The Wise Investor Group. Susan Penney and her team, however, have over 30 years of ⦠Stephen Stricklin is the president and founder of Wise Wealth, LLC â an independent, full-service wealth management firm. Important Disclosures | Privacy and Security | Order Routing and Execution | Sitemap | Careers Oklahoma City, OK 73120 Weâve worked with clients for over 19 years and will help you develop a financial plan to clear your path to financial freedom. St. Louis, Missouri 63105 Wiser Wealth Management is a fiduciary, fee-only planning firm in Marietta, GA that has transparent fees and will never sell you any product. Champaign, IL 61822. info@lifewisewealth.com. Investment advisory services offered through CFG Retirement Advisors. Tel: 405.418.7629 Meghan Mulligan Accounting Associate. Office: (217) 351-8755. Benjamin F. Edwards Client Relationship Summary, Edwards Wealth Management Client Relationship Summary. 1. MAP, Phone: 850-769-7053 George is the managing director of Wise Wealth Financial Advisors, a Registered Investment Advisor in California. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. As a fee-based investment advisor all solutions George recommends meet a fiduciary standard of care. Weiss, Hale & Zahansky Strategic Wealth Advisors offers wealth management services using a unique, strategic process that encourages clients to Plan Well, Invest Well, and Live Wellâ¢. Ameriprise financial advisors are individually registered to do business only in certain U.S. states. 4 talking about this. Tandem Wealth Advisors 1850 N Central Ave, Suite 330 Phoenix, AZ 85004. Each Team member—Libby Romack, Kathleen Duncan, and Nicole Brusher —brings specialized resources to the experience so that all aspects of wealth management can be addressed. Check the background of George takes every effort to give clients personal attention and excellent service. Search (512) 869-3003 WISE philanthropy advisors â What really matters is the difference you make. *Five Star Award is based on 10 ⦠At Wise Wealth, we provide the insight and direction to help you build a comprehensive financial plan that is focused on fulfilling your individual needs and goals. © 2021 Benjamin F. Edwards. Edwards Wealth Management Client Relationship Summary, Check the background of this firm on FINRA's BrokerCheck. FINRA’s BrokerCheck, 2585 Huntcliff Lane W., Suite 1000, Minneapolis, MN 55431 Thanks for turning to the WISE personal finance search engine to quickly find sources for your next article.. Toll-Free: (800) 884-3950. Penney Wise Wealth Advisors, LLC was established in late 2012. Depending on the context, the names “Benjamin F. Edwards®”, “Benjamin Edwards” or “Edwards” can refer to either EWM, BFE or both. Optimize your retirement strategy and save more. Create an income plan and prepare for retirement and manage your retirement portfolio so it can last. Robbie Cohen Advisory Associate. this investment professional on Learn more Contact Us. We offer access to a full range of financial and retirement services, standing as a valuable resource especially for those individuals who understand the importance of actively planning for their nonworking years. Quick Links. Wealth Wise Pty Ltd ABN 70 104 359 211 is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306 We listen to your questions and concerns. The WISE search engine provides you with easy access to relevant content from the hundreds of members of our community, including financial advisors, coaches, finance blogs and podcasts.. Can we help you find the perfect financial advisor, coach or educator to quote in your next story? Schedule a meeting. Wealth Wise Growth Advice ... SMC Private Wealth offers PMS as an investment vehicle for select investors with an option to personalize and customize portfolios through investment mandates. We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. William Wise, AIF ®, CRPC ® Vice President. Founded in 2004, WISE has a great wealth of experience delivering successful philanthropic projects, in the most challenging of environments. All rights reserved. At MoneyWise Financial Advisors we treat you as a person, not a portfolio. Learn more about the information we collect about you when you visit our website or open an account with us. Benjamin F. Edwards® & Co. (“BFE”) is a dually-registered broker-dealer and investment adviser and member of FINRA and SIPC, and its affiliate Benjamin F. Edwards Wealth ManagementSM LLC, d/b/a Edwards Wealth ManagementSM (“EWM”) is an SEC-registered investment adviser. Toll-Free: (800) 884-3950. TF (855) 382-1600Benjamin F. Edwards Client Relationship Summary He was a co-founder of the Wise Investor Group in Reston, Virginia and co-hosted The Wise Investor Show on WMAL 630 AM and 105.9 FM in Washington, D.C., and the Midweek Update podcast heard on iTunes. Investment Advisory and Fee-Based Planning offered through BerganKDV Wealth Management, LLC, doing business as Lifewise, an SEC Registered Investment Advisor. Penney Wise Wealth Advisors As an independent investment management firm we provide Wealth Consultation Services, including comprehensive financial planning and investment management to retirees, executives, successful professionals, and business owners. LifeWise Wealth Advisors. Our mission is to provide personalized strategies and solutions to our clients in this ever changing financial world. No matter where you are in life â just starting out, in your peak earning years, nearing retirement, or contemplating your legacy â we are here for you. 2911 Crossing Court. Private Wealth Management We help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of Wise Finserv. When you work with us, itâs about going beyond investing. 11951 Freedom Drive Suite 1000, 10th Floor Reston, VA 20190 Itâs about connecting your life and your finances. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Get help prioritizing savings and setting financial goals. 1 N Brentwood Blvd, Ste 850 Wise Wealth serves individuals and families in each of these three phases. BFE and EWM are affiliates through their common ownership by Benjamin Edwards, Inc. LifeWise Wealth Advisors. Tel: 602-297-8600 Fax: 602-297-8601 info@tandemwealth.com. Benjamin F. Edwards® Panama City, FL 32405 Penney Wise Wealth Advisors As an independent investment management firm we provide Wealth Consultation Services, including comprehensive financial planning and investment management to retirees, executives, successful professionals, and business owners. No matter where you are in life â just starting out, in your peak earning years, nearing retirement, or contemplating your legacy â we are here for you. Billy focuses on bringing added value to advisorsâ practices by distributing institutional-grade, low-cost portfolios paired with investment knowledge and market insights for optimal service differentiation. At Wise Wealth Management, We provide friendly face to face financial advice to individuals, families and businesses, helping them make the right decisions about their future. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Managing partners Laurence Hale, AAMS®, CRPS® and James Zahansky, AWMA® offer portfolio management and financial guidance to not-for-profit institutions, individuals, families, and businesses. We start by digging deep to understand your unique needs, values, and aspirations. THE RETIREMENT REALITY CHECK Little things to keep in mind for life after work. He was motivated by the desire to bring financial wisdom to his clients. Wise Wealth Advisors of Benjamin F. Edwards & Co. is a team of professionals committed to placing our client’s needs first. Ameriprise Financial Services, LLC. Our model. William G. (âBillyâ) Wise, Vice President, heads national accounts and distribution of the Tandem ETF Portfolios and Tandem Collective Funds. Learn more. At Wise Wealth, we simplify retirement planning and break it down into three phases: Accumulation, Preservation, and Distribution.As a investor, you face unique risks in each of these phases, so we provide tailored guidance depending on which phase youâre in. 3800 American Blvd. Amazingly, along with the much appreciated warmth and kindness which is offered the clients of Wealth Wise, the advisers (Jamie Luxton and Paul Turner) will listen carefully to any suggestions the client has and re-work their calculations and advice, if they think a suggestion is in the clientâs even better interest. The Forbes ranking of Americaâs Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone ⦠Randy joined YHB | Wealth Advisors in January of 2018 and serves as the Director of Wealth Management. When you work with us, itâs about going beyond investing. Wise Wealth provides comprehensive and holistic wealth advisory services to its clients. Office: (217) 351-8755. Fax: (217) 398-2788. Our mission is to provide personalized strategies and solutions to our clients in this ever changing financial world. It is important to note that investments in securities (e.g., mutual funds, exchange-traded funds, common stocks) involve risk and will not always be profitable. Our process starts with a detailed discussion of where a person may be now, where they want to be in the future, and what we can do to assist them to get there. Congratulations to Jan Wise from CT Magazine. Terms of Use. Please refer to an advisorâs personal website, for additional details. Randy joined YHB | Wealth Advisors in January of 2018 and serves as the Director of Wealth Management. Itâs about connecting your life and your finances. David is the founding member of Wise Wealth Management. Toll Free: 855-769-7053. Suite 102. WE can help guide you along the path to—and through retirement.—. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping to make your dreams a reality. As an independent investment management firm we provide Wealth Consultation Services, including comprehensive financial planning and investment management to retirees, executives, successful professionals, and business owners. Wise Wealth Advisors of Benjamin F. Edwards & Co. is a team of professionals committed to placing our clientâs needs first. Provides comprehensive financial education and solutions After starting his career as a teacher and a coach, Stephen took his passion of educating others and adapted it to the financial services industry. 10900 Hefner Pointe Drive, Suite #302, Brokerage and investment advisory services and fees differ, and it is important for retail investors to understand the differences. Insurance and annuities offered through CFG, Inc. eMail: susan@penneywisewa.com. Shaun Pfeiffer, Ph.D. Strategy Advisor. Chris McManus Diploma in Financial Advice Level 4. We hate spam as much as you do, so we will never sell or rent your email address. Fax: (217) 398-2788 We offer a range of wealth management and financial advisor services, including portfolio management, tax planning, risk management and estate planning. No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms. A Kansas Registered Investment Adviser.
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