We built the WizdomOne Group Family of Companies for our clients believing in the fundamentals of one concept. A common sense concept, that unfortunately is not common practice; advisors should act as client advocates instead of product advocates for their firms.
As a result, over the years, we have been fortunate to work with a wonderful group of clients who have helped us build our family of companies into a boutique risk and investment management group of companies focused on the accumulation and protection of wealth for business owners, entrepreneurs, professionals and executives.
As our client's wealth advisors we focus on providing a highly responsive level of service, organic advice and fresh smart ideas. Additionally, while staying current and attentive, we are committed to advocacy and education of our clients.
WizdomOne Group Encompasses:
WizdomFinancial Advisors LLC - a private wealth management firm.
WizdomTree Benefit Solutions Inc. - a full-service all-inclusive and innovative employee benefits firm.
WizdomCare Senior Solutions LLC - a full-service Medicare plans agency
WizdomTower Risk LLC - a full-service insurance agency servicing clients’ business and personal property & casualty insurance needs.
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Value vs. Growth Investing
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How Income Taxes Work
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Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?