Photo by Pravin Narsing on Unsplash Pravin Narsing
Published by Robert W. Huntley, CFP®, CHFC®
When I was a teenager I had friends who could fix anything. Cars, carpentry, you name it. They were gifted mechanically. I was not. Read more
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Wise Counsel, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Wise Counsel we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
We bring our clients focus and discipline when it comes to investment strategies. Learn More
Our insurance specialists will identify areas that could negatively impact your short and long term financial goals.
Taxes are a significant part of your life and one of the biggest drags on wealth accumulation and preservation. We are always mindful of the tax implications for each part of your planning when making recommendations. Learn more
Our objective and unbiased approach, solid credentials and over 30-year history of client involvement combine to help invest and manage your wealth at and through retirement in a manner that reflects your individual goals, priorities and values. Learn more
You work a lifetime saving and building your estate and then what? Once again, our mission of “Connecting Wealth with Purpose” comes into play here.
When it comes to financial advice, most people are looking for more than just someone to sell them investments or other financial products. What they really want is knowledgeable, unbiased advice. Located in the heart of Texas, our firm is intentionally structured to offer you independent and unbiased advice. We strive for excellence and to serve our clients with complete trust, transparency and accountability.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Headquartered in Georgetown, Texas, Wise Counsel serves clients all over the State of Texas and beyond. Contact us today to speak with a wealth advisor or financial professional nearest you.
As summer comes to a close, many parents and teenagers are packing up the station wagon (or hybrid crossover) for a trip that, for at least one passenger, is one way. You’re ready for this. You’ve done the shopping trips, you’ve packed the boxes, you’ve even shed a few tears. Now it’s time to send your child(ren) off to college. Read more
Published by Rob Furlong, Portfolio Manager
The alarm sounded promptly at 1a.m. Shortly after some rustling and grumbling the tent zippers opened and we stepped out into the frigid air. After a quick breakfast, we began heading uphill into the darkness. For the next eight hours life was little more than listening to the ice crunch with each step as we ascended over 5,000 feet into the thinning air. Shortly after 9a.m. we were at 14,200 feet-on top of one of the highest peaks in the Cascade mountain range. Read more
Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more