As part of our ongoing "Getting to Know Your Local Businesses"
series, we sat down this week with Chris Wise, principal of Wise Capital Partners.
Tell us a bit about your business: What does your business offer, and how long have you been around?
Healthy, Wealthy and Wise. That is our company motto and the standard by which we provide financial services. Wise Capital Partners is a holistic, independent, and transparent financial planning firm that guides you through options best suited to your long-term goals. We create a custom plan for each client, helping them with everything from tax planning to finding the best life insurance plan. We have been around for 30 years, and recently rebranded our company to accommodate evolving financial trends while making financial planning more approachable.
How did you decide to get involved in this line of work? How did the business get started? Legacy. My father started this firm 30 years ago, and I plan to keep the Healthy, Wealthy and Wise legacy going!
Tell us a couple things you are proud of about your business. What are you known for? What separates you from the competition?
I am proud to be part of a multi-generational, millennial and boomer informed business. Our clients are put at ease and entertained by our fun approach to financial planning aka 'FUNance'. They leave with a smile and the confidence that they are on the best path for their future financial needs. What separates us is that we are independent Jedis, not working for the evil Empire! Yoda comes to US for financial planning.
What is your favorite part of running this business? Helping others navigate through all stages of life with a strong financial footing, as well as the journey of being able to grow the business and the opportunity to help as many people as we can! We don’t just “Try”, we “Do.”
Who is your ideal customer/client? Who do you serve best? Whether you are a young padawan or were born long, long ago… we are here to help you make wise financial decisions at any stage in life. Whether you’re a rebel, a clone, a droid or a stormtrooper, our ideal customer is anyone who is interested in financial guidance and understands the importance of planning for their future financial stability and retirement.
Can you tell us something about yourself as the business owner? What is your background?
My background is in finance and I enjoy making financial planning enjoyable and interesting. I am constantly growing personally and professionally and guide our business to be in the forefront of incredible industry growth. Currently employing years of training and The Force to benefit the good in the universe and beyond for our clients.
Is there any other information you'd like your potential customers/clients to know about your business?
If you want to enjoy the financial planning process, then we are your type of financial planners. Don’t wait until there is a great disturbance in your life; let’s have a conversation today. Conveniently located in your community, prepared to guide you, and hopefully laugh with ease and be entertained during the process.
How do you see your business growing and improving over the next couple of years?
We’re constantly growing and improving our internal and external procedures allowing us to keep providing exceptional service for our clients. We keep up with emerging trends in the financial world and work hard for our client’s financial success. Have confidence in Wise Capital Partners like Obi-Wan Kenobi who shares, “In my experience there is no such thing as luck.” Let’s all be Healthy, Wealthy and Wise.
To learn more about Wise Capital Partners, visit their profile on Kingwood.com. To view informative, yet entertaining videos as well as valuable tips, visit their Facebook page. To learn more about the services offered and to request a consultation, visit their website.