A Full-Service Financial Planning Firm


Our Principles

  • No investment decisions outside the context of the plan
  • The plan determines the products
  • Don’t let your portfolio take a HIT (health care, inflation, and taxes)
  • Protect the income; grow the rest
  • Financial peace comes from having a plan

Who We Serve


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 you’re in. Wise Wealth serves individuals and families in each of these three phases.

Investing Phases Accumulation

Accumulation

10+ Years Until Retirement


Key Risk: Inflation

Investing Phases Preservation

Preservation

Within 10 Years of Retirement


Key Risk: Sequence of Returns

Investing Phases Distribution

Distribution

Already Retired


Key Risk: Longevity

As Seen On


Forbes
ABC
FOX
NBC
US News & World Report

Stephen Stricklin - 2015 Advisor of the Year Finalist

2015 Advisor of the Year Finalist

Stephen Stricklin, CFP®, CKA(R) was named one of five finalists for Retirement Advisor magazine’s prestigious “Advisor of the Year” award for 2015.

Affiliates