One of the most important aspects of planning your financial future is ensuring you are on the same page as your spouse. This can be routinely missed, but Wise Advisory Group had guided us and made us feel comfortable so that when we retire, my wife and I are confident that we will enjoy the life we both want.
When I think of My Wealth Management Team, the first words that come to mind are “Professionalism” and “Trust”. Over the many years that I have been a client, I have always felt that Wise Advisory Group has had my best interest in the forefront of everything they do. My portfolio is not large, but I have never been made to feel small or inconsequential.
Ensuring that my needs are met has always been their goal and I would not hesitate to recommend their services to others. My future financial health is in good hands at Wise Advisory Group and I have The Team to thank for that.
They are quick to understand what it is that you don’t understand, and patient enough to make it clear even if it takes several attempts. They respond quickly to changes and act accordingly. Trust is something acquired though experience. They have inspired a very high level of trust based on what they have done managing my money, and communicating directly and promptly about it, rather than establishing trust through mission statements, brochures, or advertisements. It is the Jones’s that will have to keep up with them.
They uncovered dangers and opportunities I didn’t know I was facing. They make it easier and less time consuming to understand my situation.The Integrated Estate and Wealth Management Team creates, implements and manages a game plan that integrates all aspects of my financial life, such as tax, investment and estate planning – and they do what they say.
They are unique – and they’re independent