Wealthwise Financial Solutions, LLC

Overview

Wealthwise Financial Solutions, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates primarily as an accountant-advisor hybrid, combining tax and accounting sensibilities with advisory services. Its investment approach favors pooled public funds—chiefly mutual funds—for core exposures, while supplementing portfolios with corporate debt for fixed-income needs and selectively allocating to external alternative managers in hedge funds and real estate. The firm charges fees based on a percentage of assets under management and also uses hourly billing and other fee arrangements, which supports a mix of ongoing portfolio oversight and episodic planning or consulting work. Manager allocation activity indicates a preference for third‑party funds rather than direct, concentrated stock positions. That tilts the investment program toward diversified mutual fund sleeves and outsourced alternative strategies, allowing the firm to cover broad asset classes without large in‑house trading capabilities. Portfolios appear to be managed mainly on a discretionary basis, reflecting an emphasis on delegated portfolio implementation for clients rather than occasional, advisory-only engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices