Wise Wealth, LLC

About Wise Wealth, LLC

<p>Financial planning and investment management are the core of Wise Wealth, LLC, a fee-based advisory firm that also works with employers on retirement plans. The firm is family-owned and independent, with headquarters in Prospect, Connecticut and additional offices in New York City and Knoxville, serving the New York metro area, East Tennessee, and clients nationwide.</p> <p>Wise Wealth handles portfolio management alongside planning that covers taxes, estate planning, and wealth transfer. On the business side, the team helps companies set up and run employer-sponsored retirement plans, including 401(k) and profit-sharing plans, with a focus on plan design and ongoing support. The firm also advises on small business planning and personal and business insurance.</p> <p>As of 2026, Wise Wealth reports $0.5B in assets under management. A practical differentiator is its combination of individual wealth management and retirement plan work under one advisory practice, which can simplify coordination between an owner’s personal strategy and the company plan.</p> <ul> <li>Fee-based financial planning and investment management</li> <li>401(k) and profit-sharing plan design and ongoing guidance as <a href="/plan-advisors">plan advisors</a></li> <li>Tax reduction planning coordination</li> <li>Estate planning and wealth transfer planning</li> <li>Insurance advice for personal and business needs</li> </ul>

Website: https://www.wisewealthllc.net/our-services