The Eagle has been our national bird since 1782 and was chosen because of its majestic beauty, strength, grace, long life and spirit of independence and loyalty. They perch amongst the highest peaks and have exceptional vision. Many of the characteristics of the Eagle are traits that we all strive for and what we, at Wise World Investment Planning, strive to give our clients through our planning process and services.

Managing your wealth - Keeping you in Confidence

Managing your wealth - Keeping you in Confidence

Our team of professionals can design a plan incorporating all of your financial needs to in seeking to help optimize your financial independence. We can work with your legal and tax advisors to create a team that works for you. We specialize in creating a comprehensive plan that strives to bring you comfort and give you confidence heading into retirement and keeping you comfortable throughout retirement.

Our goal is to help our clients preserve their lifestyles in these ever-changing and challenging markets. We are committed to working toward the best interest of our clients. We always meet personally with each of you, giving you the time and attention you need and deserve. Whether you need financial, tax, risk or estate planning, IRAs, portfolio design and management or wise investment advice, our team will become your team.

Ask us anything...even what superpower we wish we had! 

Thank you!