Wise Wealth, LLC
Financial Services
Lees Summit, Missouri, United States
14 employees
- Employees
- 14
- Contacts
- 3
- Emails
- 3
Wise Wealth, LLC Overview
- Headquarters
- Lees Summit, Missouri, United States
- Website
- wisewealthkc.com
- Industry
- Financial Services
- Employees
- 14
- Founded
- 2007
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Wise Wealth, LLC
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
Wise Wealth, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
Wise Wealth, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Nicholas Phillips | Financial Advisor at Wise Wealth, Llc | Independence, Missouri, United States |
Email
|
| Becca Ollar, Cpa, Mba | Director of Tax Services at Wise | Lees Summit, Missouri, United States |
Email
|
| Ben Malick, Cfa®, Cka® | Entrepreneur |
View
|
|
| Paul Brock | Detailed Oriented Integrator Who | Lees Summit, Missouri, United States |
Email
|
Employees by Management Level
Individual contributor
6 profiles
Director
5 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 0 |
| Finance | 1 | 1 | 0 |
| IT | 1 | 1 | 0 |
Wise Wealth, LLC Tech Stack
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