Financial Planning Retirement Planning Debt Counseling Personal Investing Tax Planning
Property & Casualty Insurance Estate Planning/Wills Trust Power of Attorney Life Insurance Long Term Care/Disability
AS CERTIFIED FINANCIAL PLANNERS, WE PRIDE OURSELVES ON BEING A FIDUCIARY ON BEHALF OF OUR CLIENTS.
means we only make financial recommendations that are in your best
interest. Our goal is to help you navigate all the stages of your life
with a strong financial footing, so you build a better future. We are a
holistic, independent, transparent, firm that focuses on finding the
best investment vehicles and creating custom plans to meet your goals.
Our family motto is to be “Healthy, Wealthy and Wise.” This is what we want for you.
A Holistic Process To Grow & Protect Your Finances
Meet Our Team
Chris Wise, CFP® - Principal Bruce D. Wise, CFP®, CPFA, TGPC - Retirement Specialist Danielle Shelton - Operations Service Specialist Miriam O. Angel - Client Relations Specialist Chris Sewell, CPA - Strategic Analyst
Investment advisory services offered through Mutual Advisors, LLC DBA Wise Capital Partners, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies.
Tell Wise Capital Partners you saw their ad on Kingwood.com!