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The Weise Difference

We Judge Our Success by Yours

What Makes Weise Different?

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→ We are an independent financial planning and investment management firm.

→ We collaborate with other advisors to ensure we put our client’s future first, rather than our own. While we manage 100% of assets for many of our clients, we enjoy collaborating with other specialists as needed (i.e. attorneys, CPAs, CFAs, CFPs), a rarity in our industry.

→ Our client’s investment and planning solutions are customized to their situation, rather than pre-packaged as with most banks and financial services firms.

→ Our in-house investment management team helps clients reduce professional investment management costs, while most firms sell a plan then “farm out” portfolio management to a third party. Hence, portfolios charge an advisory fee (usually around 1.0-2.5%) and an investment manager fee (typically 0.50-1.50%).

→ We have not been associated with a broker-deal since 2012, meaning we do not sell investment products for a commission. All of our investment services are offered for a fee which mitigates conflicts of interest.

→ Investopedia Advisors Insights – Premier Advisor (click here to learn more)

→ Advisors and Investment Managers hold (or are working towards) the CFP® designation, CLU charter, CFA charter, FRM designation, and/or Masters, advanced degree, or certificate in business or finance.

→ We have ‘skin in the game’ – we recommend to our clients that which we do. We treat our clients as if they were our own family because we believe they are.

→ We judge our success by that of our clients.