Let’s Build and Protect Your Financial Future
Wise Financial Services is a wealth management team led by Kent Wise.
Our goal is to help you meet your goals.
Whether you are building wealth, or you’ve achieved financial success but want to leverage and protect it,
our team creates customized plans for every stage of wealth management.
Investments
Investing with Wise Financial Services
Investing in today’s ever-changing market requires knowledge and experience. Whether you are new to investing, or a seasoned investor, Kent Wise and his team can help you take your investment portfolio to the next level by understanding your goals, recognizing your vision for the future and building a strategy that gets you there.
Wise Financial Services builds wealth through:
Portfolio Review
Retirement Income Planning
Social Security Planning
401k Implementation Review and Management
Advanced Planning and Business Succession
Educational Planning
Legacy Planning and Review
Philanthropy
InsurANce
Protect What Matters Most
You’ve worked hard to get where you are. Now it’s time to protect what you’ve built. Insurance isn’t the most exciting topic, but having the right policies in place will help provide financial stability if the unexpected happens. It also ensures all that you’ve worked to build is protected.
Wise Financial Services offers:
Policy Review and Recommendations
Life Insurance
Long-Term Care Insurance
Disability Insurance
MEET THE TEAM
Kent Wise is a financial planning specialist and fiduciary. Since joining the industry in 2003, he has gained 20 years of expertise in not only building solid wealth management strategies but also managing outside factors for his clients such as inflation, potential recession, rates of return on investments, wage hikes, job markets, health concerns and more.
Kent has the heart of a teacher and prides himself on taking time with each client, no matter how big or small, to understand their goals and deliver exceptional service. Kent has built his team with financial planners and staff that are not only experienced but also share the same vision for customer service that he has built his practice with.
Ready to put us to work for you?
