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People deserve to understand what’s happening with their money.

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.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

We bring our clients focus and discipline when it comes to investment strategies. Learn More

Risk Management

Our insurance specialists will identify areas that could negatively impact your short and long term financial goals.
Learn more

Tax Planning

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

Wealth Planning

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

Estate Planning

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.
Learn more

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.

Investment Management

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.

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Carson Group Partners

Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

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Our Locations

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.

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Insights

Wise Counsel’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary October 22, 2018

U.S. stocks increased last week by the thinnest of margins. The S&P 500 rose, but the result rounded to 0%. The MSCI ACWI slid a mere 0.1%. The bond market continued to slump as the Bloomberg BarCap Aggregate Bond Index dropped 0.4%.

Read more

Video
Q4 2018 Quarterly Market Outlook

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

Read more

Blog
Why Bond Prices Fall When Interest Rates ...

Photo by rawpixel on Unsplash

Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor

You’ve probably seen that rising interest rates are bad for bonds. Do you know why?

It’s a simple concept, but I find that people have often never had it explained to them. Read more

National Financial Planning Month - Meeting with financial advisor
Monthly Newsletter
October Newsletter: 3 Tips for National Financial Planning ...

The leaves are changing, and we find ourselves changing as well. Depending on where you are in the country, you may be draining the pool or storing the patio furniture, or even harvesting the year’s crops. Whatever form it takes in your life, the cool weather causes us to slow down, take stock, and see where the summer left everything.

It’s no surprise then, that October is National Financial Planning month. This can be a great time for a meeting with your financial planner, especially if you only meet a few times a year. Let’s look at a few financial fitness items to discuss with your financial planner and to keep in mind as the leaves fall outside. Read more

News
Wall Street managers have cost Americans 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

Infographic
Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more

Blog post
  • 4 Simple Steps to Creating an Estate Plan

    Published by Beth Schanou, JD

    Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more

Weekly Market Commentary
  • Weekly Market Commentary October 15, 2018

    After months without a 1% move in either direction, the S&P 500 experienced three on consecutive days to end the week. Unfortunately, the large moves down on Wednesday and Thursday dwarfed Friday’s rally. Read more