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Welcome to Wise Counsel
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 pursue a variety of investment goals and objectives.
Carson Institutional Alliance
Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
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.
Market CommentaryWeekly Market Commentary February 21, 2017
According to the economic data, it appears that overall activity in the U.S. has indeed increased, signaling that the Trump-driven optimism may be reaching the real economy. U.S. consumers are continuing to spend at a robust pace with both inflation and retail sales data coming in better-than-expected for January. Read more
Monthly NewsletterFebruary Monthly Newsletter: 15 Lesser Known Miscellaneous Itemized ...
Last Thursday, the weather forecasting groundhog Punxsatawney Phil crawled out of his burrow on Gobbler’s Knob in Punxsatawney, Pennsylvania to predict the weather for the rest of winter. According to legend, if Punxsatawney Phil sees his shadow, there will be six more weeks of winter weather.
BlogCharitable Planning with a Donor-Advised Fund
Published by Ben Goethel, Director of Wealth Enhancement
Like many Americans, most of our clients are charitably inclined, having grown up with a tradition of some level of family philanthropy. Whether it’s giving back to their church, being involved in their community or sponsoring their favorite charity, Americans share in a charity’s focus of improving quality of life. Read more
For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this whitepaper for tips on how Millennials can get started on the path to the confident financial future that they seek.