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Ready to secure your financial future? Let's start the conversation.

Schedule Your Free Consultation

Take the first step toward financial security. Our expert advisors are ready to help you create a personalized financial strategy that meets your unique needs and goals.

Get in Touch

Office Location

100 Chesterfield Business Pkwy, 2nd floor
Chesterfield, MO 63005

Phone

(636) 409-0033

Email

info@wisecapitalservices.com

Business Hours

Monday - Friday: 8:00 AM - 6:00 PM
Saturday: 9:00 AM - 2:00 PM
Sunday: By Appointment

Visit Our Office

Conveniently located in Chesterfield, Missouri

100 Chesterfield Business Pkwy, 2nd floor, Chesterfield, MO 63005

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Frequently Asked Questions

Common questions about our services and process

During your free initial consultation, we'll discuss your financial goals, current situation, and concerns. We'll explain our services and determine how we can best help you achieve your objectives. There's no obligation, and we'll provide you with valuable insights regardless of whether you choose to work with us.

Our fee structure varies depending on the services you need. We offer fee-only planning, commission-based insurance products, and asset-based management fees. We'll clearly explain all costs upfront during our initial meeting, with no hidden fees or surprises.

For a comprehensive review, bring recent statements for all investment and retirement accounts, insurance policies, tax returns from the last two years, estate planning documents, and information about employee benefits. Don't worry if you don't have everything - we can work with what you have and help you gather the rest.