Wealthwise Asset Management LLC

WealthWise Asset Management provides investment advisory and wealth-planning services to individuals and families, corporate executives and business owners, and to revocable and irrevocable trusts. Its stated services include financial and retirement planning, investment management and portfolio construction, comprehensive wealth management, and free educational seminars and workshops, along with advisory guidance on estate planning, precious metals, and real estate matters.

The firm delivers non-discretionary advice and designs personalized asset allocations and portfolio recommendations grounded in capital‑markets research, using third‑party financial planning and modeling tools and periodic reviews to guide rebalancing and withdrawal strategies. It does not custody client assets or place trades on clients’ behalf; clients execute transactions through their chosen brokers and the adviser focuses on long‑term planning, tax and cash‑flow considerations in its recommendations.

Noteworthy distinctions include an hourly, flat‑fee billing model rather than the more common percentage‑of‑assets fee approach and the firm’s offering of educational seminars, both of which are uncommon among peers in this category. The firm also discloses that its principal holds a state real‑estate broker license and is active as an entrepreneur in private technology businesses, enabling the firm to give general real‑estate and small‑business advice while avoiding commissions, wrap programs, and performance‑based fees.