Wise Wealth, LLC is an independent, full-service, education-based, wealth management firm serving the greater KC metro area.
Our firm name, Wise Wealth, is rooted in a timeless principle from the book of Proverbs and reflects our core values. We prioritize education and goal alignment when making recommendations, valuing both return on investment and return on life. Our slogan is “First Wisdom, Then Wealth” and we aim to create customized retirement plans based on your specific needs and goals.
We strive to eliminate uncertainties and consider all the risks while creating a plan that provides you with the lifestyle you desire in retirement with maximum peace of mind.
Our mission is to guide families on a path that makes work optional and to design a plan that empowers the freedom to give, serve, and enjoy life like never before.
#GSEL
Connect with us!
www.wisewealth.com
816.246.WISE (9473)
YouTube.com/@SimplifyYourRetirement
Company Details
- Employees
- 14
- Founded
- -
- Address
- 11 Se 2nd St, Lees Summit,missouri 64063,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wisewealthkc.com
- Keywords
- Financial Planning, Wealth Management, Workplace Financial Education, Insurance (Life, Long-term care, Annuities), Financial Education.
- HQ
- Lees Summit, Missouri
Wise Wealth, Llc Questions
Wise Wealth, Llc's website is wisewealthkc.com
Wise Wealth, Llc's LinkedIn profile is https://www.linkedin.com/company/wise-wealth-llc
Wise Wealth, Llc has
14 employees.
View email and phone details for 14
employees at Wise Wealth, Llc.
Wise Wealth, Llc's industry is
Financial Services
Wise Wealth, Llc's top competitors are
Simplify Your Retirement,
Mightygood,
Adams Brown,
Eversource Wealth Advisors®,
Transamerica,
Bright Portfolios,
Legacy Marketing Group,
Annuity Agents Alliance,
Pacific Life,
Triad Partners.
Wise Wealth, Llc's categories are Financial Services
Wise Wealth, Llc's founding year is 2007
