Who We Are

The mission at Wise Counsel is to connect wealth with purpose by helping our clients clarify their values and simplify their finances into an organized plan for the future.

We have five important core values summarized with the acronym S.H.O.R.E.

SIMPLICITY

We constantly look for ways to simplify your financial life. Less complexity often results in an overall better quality of life for you and your family.

HONESTY

We view the world and our work through a biblical worldview. Therefore, integrity is not just good business; it is a moral imperative. You can count on us to represent your best interests, listen and respond to your needs, and maintain an environment focused on trust, transparency and accountability.

OPTIMISM

There are always opportunities to grow and preserve the wealth you have worked so hard to accumulate. We focus on the positive in all situations and look for ways to help you take advantage of these opportunities.

RESPONSIBILITY

We do what we say we will and hold ourselves accountable to that. We recognize the importance of communicating with you proactively and reviewing your strategies as financial opportunities arise or your goals and priorities change.

EXCELLENCE

We really are committed to pursuing excellence on all levels. By embracing change and providing innovative, unbiased strategies, we constantly work to improve the quality and efficiency of our service to you.