Wize Wealth Management is a Registered Investment Adviser (RIA) based in Chicago, Illinois. As a fee-only fiduciary, the firm is legally obligated to act in its clients' best interests, avoiding conflicts of interest associated with commissions. The company focuses on building long-term relationships by offering comprehensive financial planning, investment management, retirement planning, and tax strategies tailored to individuals, families, and business owners. Their mission is to help clients build, manage, and protect their wealth through a disciplined and personalized approach.

Founded in

United States