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; your advisor's loyalty obligations should be with you as the client and not the financial institutions the advisor serves.
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.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Probate can be a completely public process, or it can be managed to include as little information as possible.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
An inside look at how marginal income tax brackets work.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are five facts about Social Security that might surprise you.
A special needs trust helps care for a special needs child when you’re gone.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
$1 million in a diversified portfolio could help finance part of your retirement.