WEALTHY & WISE FAMILY OFFICE

Overview

Wealthy & Wise Family Office is an independent registered investment advisor organized as a corporation that focuses on individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and runs educational seminars and workshops. Its advisory model combines percentage-of-AUM billing with hourly and fixed-fee engagements, and it manages client portfolios on a discretionary basis. Investment activity is equity‑centric: exchange‑traded equities are the dominant asset class across the firm’s managed accounts. The firm is not positioned as an ESG investor and does not identify as a capital allocator. Given the “Family Office” name and the advisory services listed, the practice blends wealth management and family-office style services—financial planning, portfolio oversight and client education—tailored to individual and family relationships.

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Location & Offices