818 University Avenue
Life moves pretty quick.
Preparing now, before things happen, is a great way to slow life down, both now and in the future. Let’s talk today, to plan for your tomorrow.
Be Inspired By Timeless Truths
Steward the finances God has entrusted to you with the help of a financial advisor that shares the same biblical values you do. Joining your faith and finances brings a peace beyond the volatility that the rest of the world endures.
Stay On Top of Your Financial Life
Access your finances anytime, anywhere with our portal and mobile app.
DON'T GET STUCK ON THE FREEWAY OF LIFE.
Idling on the side of the freeway doesn’t get you anywhere. Small changes now can get you on the path to your ideal destination.
It's not always about the money.
Constructing a wise wealth strategy that gives you freedom and control is important. We work with you to develop the strategies that best fit your values, goals and dreams.
Our lives are not our own. How we live affects others. Your Spouse, children, grandchildren, friends and extended family are all reasons to live wisely. This includes that your plan for the future is well laid out so that you, and those you love, are cared for.
At Wise Wealth Strategies, we believe that planning for the future is one of the best ways to live life now (life in the present). We all know of people who didn’t plan for their future and have caused heartache and headache for those that have to deal with the end results. One of the best ways to love those you care about is to have a plan for the certainties and uncertainties of life.
We help our clients accomplish the many things that are important, but just not urgent (and often neglected). These include having a tax strategy, making sure that you decide what and to whom you leave a legacy, as well as how to plan for financial independence and the unanticipated events of life. It is ideal to stress test your scenarios before you need to. Let us help get you prepared for whatever the future holds.
Your Values Drive Your Decisions!
Curated articles, videos, and more for a more financially savvy you.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Listed are the most common questions we receive. We hope they answer some of your questions too. If not, please feel free to contact us!
A Bucket Plan to Go with Your Bucket List
Are your values being supported or torn down by your investments? Want to get insights into what you are supporting?