Overview

Wise Wealth, LLC

Information by Research TrustFinance

https://wisewealth.com

Wise Wealth, LLC is a Registered Investment Advisor (RIA) firm that provides comprehensive, fee-only financial planning and investment management services. Founded by Chris Congema, the firm operates on a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their mission is to help clients build, manage, and protect their wealth through personalized strategies, focusing on areas such as retirement planning, investment management, tax planning, and estate planning without the conflicts of interest associated with commission-based sales.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service