# Wise Wealth, LLC
Source: https://planprovider.pro/provider/wise-wealth-llc

> 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.…

Retirement Plan Advisor

Prospect, CT

## 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](https://www.wisewealthllc.net/our-services)

## Office Locations

- New York, NY

- Knoxville, TN

- Prospect, CT (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $464.0M

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