A team effort focused around you.
Wise Advisory Group is an independent firm of creative, qualified, financial professionals. We owe no allegiance to any bank, trust, investment company or life insurance company.
Our team members believe their allegiance is to you. We bring a caring and innovative approach to offering a complete and integrated strategy for creating, managing, enhancing and preserving your wealth and estate.
Our solutions include:
- Corporate "Buy /Sell" agreements
- Group benefits plans
- Estate transfer strategies
- Probate Evaluations and Analysis
- Corporate and personal life insurance coverage
- Corporate "Key Person" insurance coverage
- Corporate and personal disability coverage
- Insurance Evaluations and Analysis
- Tax-exempt investment vehicles