Wise Wealth, LLC
Business hours
| Monday | 9:00am to 6:00pm |
| Tuesday | 9:00am to 6:00pm |
| Wednesday | 9:00am to 6:00pm |
| Thursday | 9:00am to 6:00pm |
| Friday | 9:00am to 5:00pm |
About us
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(R). 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 educate, advise, and prepare our clients for the future. Wise Wealth thrives on Stephen Stricklin's passion for helping others achieve their financial goals.
| Year established | 2007 |
| Languages | English |
| Tags | Wealth Management, Financial Advisor, Retirement Income, Retirement Income Planner, Retirement Planner, Financial Planner, Financial Planning, Financial Planners, Wealth Advisor, Wealth Manager, Investment Management, Money Management, 529 College Savings Plans, 401(k) Planning, 403(b) Planning, Variable & Fixed Annuities, Estate Planning Strategies, Legacy Planning Strategies, Pension Planning |
| Products | Comprehensive Financial Planning, Retirement Income Planning, Estate Planning, Structures Market Portfolios, Immediate annuities, deferred annuities, Life Insurance, Investment strategies, Long-term care insurance, disability insurance, charitable giving |
| Video | https://www.youtube.com/watch?v=j6SG1Yxti1A |
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600 SW Jefferson Street, Suite 208, Lee's Summit, Missouri, 64063
(816) 246-8450
506 F MO-291 Hwy, , Lee's Summit, Missouri, 64063
(888) 702-4826