AS CERTIFIED FINANCIAL PLANNERS, WE PRIDE OURSELVES ON BEING A FIDUCIARY ON BEHALF OF OUR CLIENTS.
Which means we only make financial recommendations that are in your best interest. Our goal is to help you navigate all the stages of your life with a strong financial footing, so you build a better future. We are a holistic, independent, transparent, firm that focuses on finding the best investment vehicles and creating custom plans to meet your goals.
Our Services
Income Sources: Defined Benefit Plan, TRS, Pensions, Inheritance & Social Security
Retirement: IRA, Roth, 401(k) & ORP/403(b)
Debt/House: Credit Cards, Student Loans & Mortgage Loans
Personal Accounts: Brokerage Accounts, After Tax Accounts, College Planning &
Emergency Fund
Risk Management: Life Insurance, Long Term Care, HSA & Long/Short Term Disability
Property & Casualty Insurance: Utilizing an outside P&C agent for Flood, House, Vehicle, Art, Jewelry, Umbrella
Tax Strategies: Utilizing an outside Qualified CPA for Tax Implications on Financial Decisions
Legal Strategies: Utilizing an outside Estate Planning Attorney for Wills & Trust Power of Attorney
Our clients always come first.
Company Details
- Employees
- 5
- Address
- 1801 Kingwood Dr,
- Phone
- +1 281-360-9473
- cw****@****ers.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://wisecapitalpartners.com/
- Keywords
- Houston.
- HQ
- Houston, Texas
Wise Capital Partners Questions
Wise Capital Partners's helpline number is +1 281-360-9473
Wise Capital Partners's website is https://wisecapitalpartners.com/
Wise Capital Partners's LinkedIn profile is https://www.linkedin.com/company/wise-capital-partners
Wise Capital Partners has
5 employees.
View email and phone details for 5
employees at Wise Capital Partners.
Wise Capital Partners's industry is
Financial Services
Wise Capital Partners's top competitors are
Rick Peterson & Associates : Growth For Firms & Intelligent Choice For Advisors,
Wyvo,
Nexus Star,
Missionwise,
Your Capital Coach,
Wcp,
Wise Capital,
Wise Capital Partners,
Legacy Wealth Concepts,
Balanced Capital.
Wise Capital Partners's support email address is cwise@wisecapitalpartners.com
Wise Capital Partners's categories are Financial Services
