Wise Wealth, LLC

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First Wisdom, Then Wealth

General Info

Wise Wealth, LLC is committed to working alongside you to build a solid financial future. Honesty, integrity, and the Golden Rule are at the core of how Wise Wealth operates under the direction of its founder, Stephen Stricklin, CFP. As an independent, full-service, registered investment advisor firm, Wise Wealth does not represent any particular third-party company or specific financial products, and therefore acts solely in your best interest. The Wise Wealth slogan is “First Wisdom, Then Wealth” - a timeless principle that provides the blueprint for successful wealth management. By utilizing a step-by-step process, we help inform, advise, and prepare our clients for the future. Wise Wealth thrives on Stephen Stricklin's passion for helping others achieve their financial goals. When Stephen Stricklin founded Wise Wealth LLC, he was motivated by the desire to bring financial wisdom to his clients. As a former teacher and counselor, Stephen understood the role knowledge plays in wealth management and preservation. He enjoys working with business owners, professionals, families, and individuals in Lee's Summit and the Kansas City metro area who believe wealth is a tool that needs to be managed wisely in order to produce the best results. Stephen is a Certified Financial Planner and holds life and health insurance licenses as well as securities licenses. Located on Main Street Lee's Summit, Wise Wealth LLC is committed to working alongside you to build a solid financial future. Honesty, integrity, and the Golden Rule are at the core of how Wise Wealth operates. As an independent, full-service Registered Investment Advisor firm, Wise Wealth does not represent any particular third-party company or specific financial product, and therefore acts solely in your best interest. We proudly conform to the financial planning process and Code of Ethics as defined by the CFP Board of Standards, and the Financial Planning Client Bill of Rights. We are an independent Registered Investment Advisor firm and member of the Better Business Bureau. Respond and learn how various financial products including insurance and annuities can positively impact your retirement.

Email

Email Business

Services/Products

Comprehensive Financial Planning, Retirement Income Planning, Estate Planning, Legacy Planning, Investment Management, Immediate Annuities, Deferred Annuities, Life Insurance, Investment strategies, Long-term care insurance, Disability Insurance, Charitable Giving, Business Planning.

Location

Located on Main Street in downtown Lee's Summit, MO

Neighborhood

Downtown Lee's Summit

Associations

CFP, MORT

Other Links

http://www.wisewealthkc.com

https://www.facebook.com/wisewealthkc

https://www.youtube.com/watch?v=j6SG1Yxti1A

https://twitter.com/wisewealthkc

Categories

Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investments, Life Insurance, Retirement Planning Services

Reviews

Details

Phone: (816) 246-9473

Address: 300 SW Main St, Lees Summit, MO 64063

Website: http://www.wisewealthkc.com