Moneywise Wealth Management
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
About us
Moneywise Wealth Management, a trusted financial services firm in Bakersfield, CA, has been providing expert investment and financial planning solutions for 20 years. Our team of experienced financial planners specializes in comprehensive wealth management strategies tailored to meet individual client needs. We offer a wide range of services, including investment management, retirement income planning, risk management, and estate planning. Our expertise extends to family wealth legacy preservation and business services, including company-sponsored retirement plans. At Moneywise Wealth Management, we prioritize client communication and personalized service, ensuring that each client receives the attention and guidance they deserve.