About Wise Counsel

Connecting Wealth with Purpose.™

Wise Counsel is a Texas-based wealth management firm founded by Bob Huntley in 1992. We serve clients all over the State of Texas and beyond but are centrally located in Georgetown TX.

Our firm works with successful business owners and professionals who are interested in developing a plan that connects their wealth with purpose. We understand the unique needs of entrepreneurs and successful professionals and enjoy partnering with like-minded clients in the journey from wealth creation to connecting that wealth with worthy causes both within their own families and in the support of community and ministry causes.

Wealth Designed. Life Defined.®

Through our Wealth Advisors, Wealth Enhancement Group, Investment Committee and Research team, we offer a holistic process to managing your wealth. We are not a one-size-fits-all firm. We custom tailor your investments to match your Family Index focusing on solutions to ensure your comprehensive wealth plan becomes an action plan to pursue your financial goals. We are in this with you for the long haul.

Contact the Wise Counsel family so you can experience the difference today.

 


Our Mission

Wise Counsel connects wealth with purpose by helping our clients clarify their values and simplify their finances into an organized plan for the future.

Core Values

  • Simplicity
  • Honesty
  • Optimism
  • Responsibility
  • Excellence