Building trusted relationships and secure financial futures for over 25 years
Founded in 1999, Wise Capital Services began with a simple mission: to provide comprehensive, personalized financial services that truly serve our clients' best interests. What started as a small advisory firm has grown into a full-service financial services agency, but our core values remain unchanged.
We believe that financial planning should be accessible, transparent, and tailored to each individual's unique circumstances. Our team of certified financial planners and insurance specialists work together to create comprehensive strategies that protect and grow your wealth.
Today, we proudly serve over 1,000 clients with more than $500 million in assets under management, maintaining the personal touch that has defined our practice from the beginning.
To empower individuals and families to achieve financial security and peace of mind through comprehensive, personalized financial planning and protection strategies.
To be the most trusted financial services partner in our community, known for our integrity, expertise, and unwavering commitment to client success.
Integrity, transparency, client-first approach, continuous education, and building long-term relationships based on trust and mutual respect.
Our commitment to excellence and continuous education
Certified Financial Planner Board of Standards
Financial Planning Association Member
Securities Investor Protection Corporation
Financial Industry Regulatory Authority
Schedule a consultation with our certified financial professionals and take the first step toward securing your financial future.
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