Working with Wise Financial Services
At Wise Financial Services, our team delivers white glove service unmatched by big firms in this industry. While most firms say the customer is at the heart of all they do, we show our clients that they are our priority.
We are always happy to:
Talk with you…there are no automated call systems in our office!
Answer questions.
Explain options.
Help you pivot strategies when life changes.
No account is too big, or too small for us. We don’t care if you’re just starting out and don’t have a lot to work with. We want to help you grow your wealth and you’re going to get the same level of service as our seasoned investors.
Why Seasoned Investors
Choose Wise Financial Services
If you’ve been investing for a while and you’ve been successful at building your wealth, it’s no secret you have options. Any financial advisor would likely love to work on your account. That said, you don’t want just any advisor working on your account.
You need an experienced financial planner, like Kent Wise, who has a proven history of helping clients leverage what they’ve built by turning it into even more financial success. We understand your financial strategy may be more complex and require more management than others. This is where our white glove service shines. When you choose Wise Financial Service, you’ll see that your financial future is just as important to us as it is to you!
Our process
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At Wise Financial Services, each new relationship starts with a thorough consultation. Kent will meet with you in person, on Zoom, or over the phone -- whatever is most convenient for you. We need to understand exactly where you’re at to help you get where you want to be. We’ll discuss your goals and the other factors mentioned on our Investment page.
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After your consultation, Kent will personally create a customized strategy with your goals in mind. For many of our clients that plan usually includes a combination of investment strategies and insurance solutions to build wealth and protect it.
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Once we have your strategy, Kent will sit down with you and go over everything in detail. We encourage you to ask as many questions as you have, as our goal is not only to help you achieve your goals, but also to help you understand exactly what it’s going to take to get you there.
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When you’re ready to move forward, this is the point where you’ll likely meet more of our team. Pam Hair and Leslie Conrad lead our customer care team and handle the administrative side of Wise Financial Services. They will guide you through signing paperwork, opening accounts and any other customer service questions you have.
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We don’t just open your accounts and forget about you. Financial plans need to be tweaked occasionally as circumstances change. Kent talks with all his clients at least once a year but he is happy to give you a quick review or answer your investment questions any time.
Ready to meet your new financial team?