Wise Wealth, LLC

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
Industry
Financial Services
Employees
14
Founded
2007
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Nicholas Phillips Financial Advisor at Wise Wealth, Llc
Email
Becca Ollar, Cpa, Mba Director of Tax Services at Wise
Email
Ben Malick, Cfa®, Cka® Entrepreneur
View
Paul Brock Detailed Oriented Integrator Who
Email

Employees by Management Level

Individual contributor 6 profiles
Director 5 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 0
Finance 1 1 0
IT 1 1 0

Wise Wealth, LLC Tech Stack

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