Premier Financial Services
We listen to your unique financial needs + retirement goals, and then help empower you to thrive as your own hero throughout your financial journey.
Moneywise Wealth Management is an independently owned, fee-based financial + investment advisory firm that is rooted in Bakersfield, CA and works with incredible clients from all over the country. Our comprehensive and hyper-engaged investment and planning services are passionately driven by our advisors’ 60+ years of combined industry experience and our dedication to doing everything that is within our power to better our clients’ lives by relieving stress and helping them manifest their retirement goals.