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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Are women prepared for a 20-year retirement?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Explore the growing influence women wield over the economy with this handy infographic.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
When you retire, how will you treat your next chapter?
Learn about cyber liability insurance in this entertaining video.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
For women, retirement strategy is a long race. It’s helpful to know the route.
How does your ideal retirement differ from reality, and what can we do to better align the two?