The Wisdom Wealth Team
Wisdom Wealth Investment Advisors, LLC is an independently owned investment advisory and financial consulting firm whose principals have more than seventy-five years of combined experience providing dedicated personalized service to our clients. Independence allows us to offer you an unbiased objective approach to serving your investment needs.
We specialize in creating an approach that is designed to address your individual situation.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
In addition to this website, we use social networking sites such as Facebook and Twitter to communicate and interact with local clientele. We've also got email alerts for you to keep up to-date with the things that matter to you.Learn More
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We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office, plus it's 100% free.App StoreGoogle Play
You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
The federal government requires deceased individuals to file a final income tax return.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
There are ways to improve your physical fitness without denting your fiscal fitness.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, cracking the code on bonds.
When should you take your Social Security benefit?
All about how missing the best market days (or the worst!) might affect your portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
The market is as unpredictable as the weather. We’d love to help you prepare.
It's easy to let investments accumulate like old receipts in a junk drawer.