816.246.WISE (9473) | [email protected] | 300 SW Main Street, Lee's Summit, MO 64063

About Us

With its primary office located on Main Street Lee’s Summit, MO, Wise Wealth LLC is committed to working alongside you to build a solid financial future. Honesty, integrity, and the Golden Rule are at the core of how Wise Wealth operates. As an independent, full-service Registered Investment Advisor firm, Wise Wealth does not represent any particular third-party company or specific financial product, and therefore acts solely in your best interest.

We proudly conform to the financial planning process and Code of Ethics as defined by the CFP Board of Standards, and the Financial Planning Client Bill of Rights. We are an independent Registered Investment Advisor firm and strive to be a firm that you can trust.

 

Over 70% of Americans Are Stressed About Their Money, But They Don’t Have to Be…

At Wise Wealth, we believe financial peace comes with having a plan. By utilizing our step-by-step process, we’ll help inform, advise and prepare you for a solid financial future. Contact us today to schedule your no-obligation appointment.

2015 Advisor of the Year Finalist

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

Executive Team

Stephen Stricklin, CFP®

President & CEO

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Diana M. Wise

Client Services Director

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Paul C. Brock

Vice President & COO

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Financial Advisor Team

Samantha M. Compton

Financial Advisor

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Jonathan Dold, MBA

Financial Advisor

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