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Wise Wealth PartnersSM

Fiduciary. Independent.

You don't have to go at it alone!_edited
SERVICES

AS QUOTED IN:

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“If you’re a homeowner, then you can pay a little extra on your mortgage,” suggested Brian Rellihan, CFP®, MBA, EA, Senior Financial Advisor with Wise Wealth Partners. 

-GOBankingRates 3/18/2022

Software analysis of your financials based upon your needs, not ours.  We look at your income, gifting, legacy, and savings goals to target a plan specific to you.

Designed to offer low-cost access to professional, institutional-quality investment management. 

Tax laws have resulted in higher expenses for many and may significantly impact an individuals overall investment performance. Consider tax efficient investment vehicles and techniques.

OUR SERVICES

Together we focus on goal-based planning, navigating the complexities of dynamic investments and markets.  You don't have to go at it alone.

ACCOUNT ACCESS

ACCOUNT ACCESS

Customized. Client accounts are custodied at firms like Fidelity, TIAA, and Lincoln.  Wise Wealth Partners is an Registered Investment Advisor that works independently of such firms.  We are not employed by nor take direction from anyone but our clients.  We do not favor one provider over another, simply what is in the clients best interest.

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All in One. Our clients can have access to all of their combined accounts through our SECURE WWP Client Portal. 

Work with a Professional

We take financial guidance very seriously and therefore seek out the top industry credentials and training.  This value is passed along to our clients.  You should expect more from your financial providers, why should you work with anything less? 

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Are your "advisors" discussing tax?  Many large brokerage firms prohibit the discussion of taxation, much less the impact and coordination with clients planning assets.

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Certified Financial Plannersare there to help individuals with managing their finances. This can include a variety of needs, such as investment planning, retirement planning, insurance, education, and so on. The most important aspect of a CFP® is to be a fiduciary of your assets, meaning that they will make decisions with your best interests in mind.

Financial Planner

An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

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ARTICLES

TOPICAL ARTICLE

What's ahead for stocks in 2025
2024 was a "Goldilocks" year.  Could it happen again?
Posted: 12/18/24 Jurrien Timmer, Fidelity Managment & Research

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Key Takeaways

  • Stocks delivered exceptionally strong returns in 2024 due to a rare "Goldilocks" combination of strong earnings growth plus rising price-earnings ratios.

  • 2025 may be less likely to see a repeat of this combination.  Instead, stock gains may be more likely to track earnings growth (which continues to look robust)

  • One Key risk to watch for the year ahead may be reacceleration in inflation, which could occur in the economy reaccelerates.  

FULL ARTICLE

Need more details?

We are here to assist. Contact us by phone or email!

CONTACT US

Wise Wealth Partners, LLC (WWP) is a Registered Investment Advisor.  Advisory services are only offered to clients or prospective clients where Wise Wealth Partners, LLC and its representatives are properly licensed or exempt from licensure.  WWP does not warrant that the information on this site will be free from error, use of the information is at your sole risk. Under no circumstances shall WWP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if WWP or a WWP authorized representative has been advised of the possibility of such damage.  The website is solely for informational purposes only. Past performance is no guarantee of future returns.  Investing involves risk and possible loss of principle capital.  No advice may be rendered by WWP unless a client service agreement is in place.  WWP does not provide legal, tax, or accounting advice.  You should consult with your own professional before engaging in any transaction.  Privacy Policy  Form CRS

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Client and non-client testimonial statements, opinions, and/or likes presented are solicited and non-solicited. They are not-representative of all Wise Wealth Partners clients.  Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client.  WWP does not provide any form of monetary or non-monetary compensation for providing testimonials regarding our services.  ALL REVIEWS

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Wise Wealth Partners, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

© 2024 Wise Wealth Partners, LLC. All rights reserved.

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