Who We Are

Who We Are


We, Moneywise Wealth Management | “The Moneywise Guys,” are an independently owned, fee-based financial + investment advisory firm that is rooted in Bakersfield, CA, and work with beloved clients from all over the country. Our service style is skilled and down-to-earth, favoring skill + compassion, and our financial advisors are anchored in an integrated WEALTH + TAX + ESTATE planning structure and a long-term, strategic investing mindset.

Since opening in 2003, we have noticed that most financial firms use two basic approaches:

(1) a one-person shop where the advisor is forced to be an expert in all areas of finance or (2) a corporate structure, full of conflicts of interest, that seemed to discourage objectivity and independence which forced the advisor to lose his objectivity and forced to advise clients based on what was best for the corporation and not the unique needs of the client.

We strongly believe that both of these traditional styles are at the unfortunate expense of the client. In response, we have created an effective model where our fiduciary investment advisors work closely with an experienced estate planner + attorney, and a CPA/MST. This allows us to focus on what we specialize in – sound investment solutions + thoughtful guidance,  and retirement planning.

Our financial advisors + support team are dedicated to doing everything that is within our power, experience, and resources to assist clients in building the healthy, confident, stress-free financial life that they have always imagined and deserve. We are passionate about the work that we do and are honored to help each and every client brightly shine.

Individuals. Families. Business Owners.

We are here to be your loyal + experienced partner and to help you be the hero in your own unique, financial journey through your retirement years.

BE MONEYWISE.

All the best,

Sherod Waite, David Anderson + Team Moneywise

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GOAL:

To enrich our community through reputable financial guidance

Mission Statement

We enrich our clients lives by navigating complex financial landscapes and creating a secure and prosperous future. We build long term relationships with clients and loved ones by understanding their unique needs and aspirations. We evolve/adapt, educate and provide trusted service to every client in our community.

Our Core Values

MOTIVATED SELF-STARTERS

  • We proactively seek and identify new opportunities
  • We take actions while managing our time efficiently and effectively
  • We are open to change and new ideas
  • We set clear goals and create personalized action plans

INTEGRITY

  • We are open and forthcoming
  • We hold ourselves to high ethical standards guided by our moral compass
  • We are consistent with our words and actions. We walk our talk
  • We are accountable and organized

COMMUNITY

  • We invest resources into our communities
  • We are engaged and committed to making our communities thrive
  • We promote and partner with nonprofits and other local businesses

KINDNESS

  • We are respectful, kind and inclusive
  • We value our clients and take time to listen
  • We embrace our differences and strengths and value diversity

SKILLED

  • We are experts in our industry
  • We continue to improve our skills through continual education and certification
  • We serve our clients with knowledge and expertise

 

Our Services

Our Advisory Team