Wise Wealth, LLC

About Us

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.

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Our Team


Paul C. Brock

Paul C. Brock

Vice President & COO


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Ben Malick

Ben Malick

Vice President & CIO


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Anna Degler

Anna Degler

Client Services Director


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Ashley Dunning

Ashley Dunning

Operations Specialist


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Jonathan Dold

Jonathan Dold

Financial Advisor


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David Sandhu

David Sandhu

Financial Advisor


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Affiliates


We have developed a number of resources and entities to provide wisdom to our clients. Each of our affiliates meet a different need to first build wisdom, then wealth.