About Wise Counsel Wealth Management
Reviews for Wise Counsel Wealth Management
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Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 3PM
Saturday: ClosedSunday: Closed
Wise Counsel Wealth Management is a trusted financial firm that helps families plan for retirement and manage their finances with confidence. They offer a comprehensive WayFinder system that provides a clear income plan and a tax and investment plan within the first thirty days. Over the course of the first year, they work with clients to address all important financial areas, aiming to eliminate money worries. The team is known for their honest, principled, and professional approach, taking the time to understand each client’s needs and comfort level. Clients appreciate the clear explanations and personalized advice that make complex financial topics easy to understand. Many have worked with Wise Counsel for years, experiencing consistent support through life changes and market ups and downs. Their knowledgeable advisors are praised for their expertise and ability to make clients feel comfortable and confident about their financial future. Overall, Wise Counsel Wealth Management offers trustworthy guidance to help clients achieve financial peace of mind.
My wife and I have worked with Bob Huntley for 20+ years. During that time we have experienced, marriages of our two daughters, the blessing of 6 grand children, ups and downs in the market, and now retirement. Bob and the entire team have taken the time to get to know us, our investing style, and comfort level. They have always provided exceptional financial advice in a way simplifies a complicated subject, while offering and explaining strategies that fit our needs. But most important to us is the honest, principled, and professional approach that makes Wise Counsel special, and the reason for our enthusiastic recommendation.
As someone who doesn't love diving into the numbers, Trent Connor went above and beyond to make me feel comfortable and supported. He explained every detail clearly, eased my worries, and made me feel truly confident about where I stand financially. I walked away feeling extremely grateful for his guidance, and cannot recommend him enough!
I was referred to Wise Counsel’s services by a trusted friend, and it quickly became clear why. I worked with Trent Connor, one of their highly knowledgeable advisors, whose expertise and professionalism made the process straightforward and seamless from start to finish. I highly recommend their services.