Wise Wealth, LLC

 

300 SW Main Street
Lee's Summit, MO 64063
(816) 246-9473
Today: 9:00 AM to 6:00 PM
English
2007
info@wisewealth.com
Wise Wealth, LLC is committed to working alongside you to build a solid financial future. Honesty, integrity, and the Golden Rule are at the core of how Wise Wealth operates under the direction of its founder, Stephen Stricklin, CFP(R). As an independent, full-service, registered investment advisor firm, Wise Wealth does not represent any particular third-party company or specific financial products, and therefore acts solely in your best interest. The Wise Wealth slogan is "First Wisdom, Then Wealth" -- a timeless principle that provides the blueprint for successful wealth management. By utilizing a step-by-step process, we help educate, advise, and prepare our clients for the future. Wise Wealth thrives on Stephen Stricklin's passion for helping others achieve their financial goals.
Mon 9:00 AM to 6:00 PM
Tue 9:00 AM to 6:00 PM
Wed 9:00 AM to 6:00 PM
Thu 9:00 AM to 6:00 PM
Fri 9:00 AM to 5:00 PM
Sat Closed
Sun Closed

Products and Services

Comprehensive Financial Planning, Retirement Income Planning, Estate Planning, Structures Market Portfolios, Immediate annuities, deferred annuities, Life Insurance, Investment strategies, Long-term care insurance, disability insurance, charitable giving

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