Are you managing your money in a way that improves your life?
Believe it or not, not everyone does – in fact many people do not. Our Return on Life Index asks you to assess 10 aspects of your life that relate to whether or not you are making progress. We identify areas where you can use your money more effectively to make things better. And, importantly, celebrate the areas where you’ve made progress.
The WisePath Way
We help you get the most out of your finances
so you can get the most out of life.
With many advisors the conversation begins and ends with your money. But we believe that money is a tool for life. And you aren't really that interested in many of the things that advisors talk about. What is important to you are your dreams, your goals, and your future. That's where we come in. We craft a financial plan that is uniquely suited for you because you are unique.
Can you help me
reach my goals?
Our philosophy is that the ultimate use of money is to get the best life possible with the resources you have. We do that through financial life planning, which is the holistic process of understanding how your finances fit with your life, your goals and your dreams. We collaborate with you to create a personalized plan that tracks your progress on The WisePath Way.
can you help me
manage my investments?
The landscape of investing is constantly changing and becoming more complex. WisePath emphasizes dimensions of the market that have historically produced higher expected returns, while minimizing fees and taxes. Our investment approach is grounded in economic theory and backed by decades of empirical research.
what makes you different from other advisors?
Since the founding of WisePath as a Registered Investment Advisor, we have made the deliberate choice to be a fee-only fiduciary (which means we work in your best interest). We do not accept commissions or any compensation from the sale of financial products, enabling us to minimize any conflicts of interest in serving you.
We donate a percentage of your fees to charitable organizations
We are currently supporting Mourning Arrows
Mourning Arrows was created to provide a place where recently bereaved parents will be able to access a safe, confidential, and supportive community where they can ask questions, vent, share stories, and encourage one another. This includes:
Bereavement Baskets: containing books, gift cards for home cleaning, comfort items, and information about other resources available to them when they’re ready
Private Facebook Group: a community to post ask questions, vent, share quotes, events, share stories and photos, and encourage one another
Home Visit: 1:1 connection w/ someone who understands, comfort, resources, glimmer of hope
Local Support Groups: Focus on healing, curriculum based, local meetings
Parent Retreats: Gatherings focused on shifting from healing to happiness
Parent Partnerships: Focus on continued healing and happiness through helping others using time, treasures, talents