Broker Check

6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054

TEL.602.494.4100

FAX.602.494.1444

The Cycle of Investing Live The Life You Want

The Wisdom Wealth Team

Wisdom Wealth Investment Advisors, LLC is an independently owned investment advisory and financial consulting firm whose principals have more than fifty 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.


Meet the Team

Riskalyze

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.

  • Capture your risk number
  • Align your portfolio
  • Meet your retirement goals

Click Here for More


Stay Connected

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

Download Our App

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

Tech-Savvy Services

You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio.

Learn More
 

Helpful Content

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

 

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

View all articles arrow

Doubling Your Money

This calculator demonstrates the power of compound interest.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

View all videos arrow