Finance Wisdom

Overview

Finance Wisdom is a privately held limited liability company operating as an independent registered investment adviser with an individual owner. The firm serves primarily individuals and families and provides a blend of financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. It also functions as an insurance broker and lists an affiliation with an insurance company, which suggests insurance and annuity solutions are integrated into client work. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm identifies itself as a capital allocator and makes use of third-party managers when appropriate, rather than relying solely on in-house strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices