Our Services

What We Do


Our Moneywise financial advisors are passionate about partnering with individuals, families, and business owners to help each implement exemplary investment solutions and to customize retirement + financial plans that support each person’s unique needs and goals leading up to and through their retirement years. Our service style is skilled but down-to-earth and our financial advisors are anchored in an integrated WEALTH + TAX + ESTATE planning structure with a long-term, strategic mindset.

  • Retirement + Financial Planning
  • 401(k) + and Pension Rollovers

  • Education + Goal Funding
  • Investment Advisory Services

  • Asset Allocation
  • Annuities + Insurance Services with a Fiduciary Perspective

Our Process

Investment Management Services

  • Develop a written investment policy statement to identify investment objectives and risk profile
  • Review your investments and design personalized portfolios* appropriate to your goals, timelines and tolerance for risk
  • Year-round, continuous monitoring of your investments
  • Quarterly comprehensive statements with the option for monthly statements if desired
  • Independent objective expert advice
  • The option of 24-hour access to current investment information as well as other important documents via a secure personal website
  • Objective review and recommendations of asset allocation within your employer-provided retirement plans such as 401(k)’s
  • Annual Investment rebalancing* and financial objective review

*Moneywise uses third-party money manager (*TPM*) partners, including but not limited to, SEI Investments Management Corporations (“SIMC”) Investment and Assetmark. Portfolios held with a TPM are designed, implemented, maintained, and rebalanced by the TPM. In addition, a TPM conducts the investment research and analysis used as the basis for the portfolios and executes necessary trades on behalf of Moneywise.


Retirement Income + Distribution Planning

  • Analysis of your income needs now and in the future
  • Develop and implement recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations for optimizing the best distribution strategies for your employer retirement plans and IRAs
  • Review of the beneficiaries; assist with the establishment of Inherited IRAs to maximize IRA distribution stream for your heirs

Risk Management Services

  • Analysis of your risk management needs, now and in the future
  • Policy Review Program to provide an objective assessment of current risk reduction strategies
  • Review of Life, Disability, and Long Term Care Insurance Policies
  • Independent Insurance Needs Analysis

Family Wealth Legacy + Estate Planning

  • Analysis of your current estate plan and concerns
  • Utilizing Charitable Trusts, Special Needs Trusts and gifting considerations
  • Assistance in transferring assets to your Living Trust or other trusts*
  • Providing guidance with the appropriate and necessary financial steps in the event of the death of a loved one

Business Services + Company Sponsored Retirement Plans

  • 401(k) plan design + management consistent with company philosophy, closely consulting with the business owner and their goals
  • Benchmarking, balancing provider fees, services + investments
  • Investment advice + assisting in selecting skilled investment managers
  • Identifying a “best fit” Target Date Fund (TDF) that is right for your company’s retirement plan
  • Providing fiduciary oversight, assurance + support for keeping your plan in compliance
  • Minimizing fiduciary liability
  • Helping participants pursue retirement income potential, financial education

Client Services + Communications

  • Quarterly Newsletter to keep you plugged into current and relevant financial topics
  • Quarterly, semi-annual or annual (your choice) meetings to review and evaluate your investment performance
  • Special electronic reports on how to reduce your taxes and other important financial topics
  • Invitations to special client appreciation and educational events

*Moneywise Wealth Management, its subsidiaries, agents and representatives do not provide legal or tax advice or services.

Who We Are

Our Advisory Team

UPDATE! In order to best protect our clients' + staff's safety and health, our financial advisors are available for VIRTUAL + PHONE CONSULTATIONS. For a free appointment CONTACT US.
toggle