Give, serve, & enjoy life
Like Never Before
Our mission is to guide families on a path that makes work optional and to design a plan that empowers the freedom to give, serve, and enjoy life like never before.
How Much Income Do You Need in Retirement?
Take this 8-question quiz, and find out if your retirement is on track. Our expert advisors will analyze your responses and offer tailored guidance on achieving your financial goals.
Who We Are
Wise Wealth is unique... just like you.
For us, this is not just a career… it’s a calling!
The philosophy of Wise Wealth derives from our founder’s journey in pursuing post-graduate studies in theology and financial management. After feeling called to do so, he began the path of financial planning, earning his CERTIFIED FINANCIAL PLANNER™ designation, and launching Wise Wealth, LLC in 2007.
Every team member – from financial advisors to support personnel – exemplifies our core values and beliefs. We are principles-based and follow the Golden Rule, “Treat others the same way that you want to be treated.”
Every team member – from financial advisors to support personnel – exemplifies our core values and beliefs. We are principles-based and follow the Golden Rule, “Treat others the same way that you want to be treated.”
Our guiding principle - The Golden Rule
Treat others the way you want to be treated.
Our firm name, Wise Wealth, is rooted in a timeless principle from the book of Proverbs and reflects our core values. We prioritize education and goal alignment when making recommendations, valuing both return on investment and return on life. Our slogan is “First Wisdom, Then Wealth” and we aim to create customized retirement plans based on your specific needs and goals.
We strive to eliminate uncertainties and consider all the risks while creating a plan that provides you with the lifestyle you desire in retirement with maximum peace of mind.
We strive to eliminate uncertainties and consider all the risks while creating a plan that provides you with the lifestyle you desire in retirement with maximum peace of mind.
What we stand for
Our Principles
No Investment Decisions Outside the Context of the Plan
The Plan Determines the Products
Don’t Let Your Portfolio Take a H.I.T. (health care, inflation, and taxes)
Protect the Income; Grow the Rest
Financial Peace Comes from Having a Plan
Our Services
We take the confusion out of retirement planning.
The team at Wise Wealth strives to provide the highest level of service and care for every client, including the way we customize plans. Our three-bucket approach makes the plan easy to understand. Unlike other financial firms, which only offer investment or insurance products, our Simplify Your Retirement Plan® Process goes beyond typical financial planning covering 7 areas of planning: Liquidity, Income, Growth, Tax, Insurance, Legacy, and Freedom.
If you are new to Wise Wealth and want to learn more about how the Simplify Your Retirement Plan® Process can help lead you to a peaceful and enjoyable retirement, we encourage you to read our book or attend an upcoming event!
Simplify Your Retirement®
Read Stephen’s book
Timeless Principles to Achieve Financial Peace
Simplify Your Retirement®
Attend one of our events
A class designed to take the complexities out of retirement
What does your ideal retirement look like?
The ideal retirement is being able to focus on what matters most to you, whether that’s spending time with grandkids, traveling, or pursuing new hobbies. At Wise Wealth, we believe that protecting your lifelong savings and building a comprehensive financial plan is key to achieving this goal. Our mission is to provide you with the confidence you need to fully embrace retirement so that you can #GSEL (give, serve, and enjoy life) like never before!
Want to learn more?
If you are in the “Critical 15” – the 5-10 years before retirement up to the first 5 – 10 years in retirement, and you would like more information about our proprietary Simplify Your Retirement Plan® Process, please contact us today.
