About Wise Counsel Wealth Management
Reviews for Wise Counsel Wealth Management
Write a reviewHours
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.
I have been a client of WIse Counsel for many years and have always been impressed by their professional and accomodating services. My mother had used them as well- and upon her passing I had all of the responsibility as executor of her estate which was overwhelming. Trent was so amazing in assisting me through the entire process. He was always available to answer any questions and explain all options. It was such a huge blessing to have him guide me through this most difflicult time. The service he provided was invaluable.
Wise Counsel has helped me tremendously with my financial planning. Their team has provided valuable guidance in estate planning, investments, and taxes, giving me confidence and peace of mind about my future. I trust them completely and feel secure knowing I’m being cared for by such a knowledgeable and genuinely wonderful group of people.
Trent Connor and Bob Huntley have been especially helpful in advising me on my finances and creating a retirement plan I can truly look forward to. They have gone above and beyond to help make my future financially secure. I’m incredibly grateful for their professionalism, dedication, and personal care.
Trent was incredible to work with. Very knowledgeable from budgeting, tax advantages, and all financial related topics. Effectively analyzed my financial situation and optimized it so that my money was working in the most effective way. Can’t recommend enough and will continue working with him in the future.