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Financial Leadership Is What We Do.
Client financial education comes first.
At Wealth Wise Financial & Tax Advisory we believe in educating our clients and empowering them to make the best choices for themselves & their family.
We serve our clients with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health.
Our Planning Process
Having an investment portfolio is not a financial plan. An investment portfolio accompanied by an income plan, tax plan, healthcare plan, and estate plan is a complete financial plan. Our holistic approach to planning will go a long way to ensure your journey is both safe & enjoyable. By incorporating your goals with our methods, you can begin planning for a life beyond what you thought was possible.
How We Get You There
We believe you deserve certainty and confidence in your retirement so that you can focus more on memories than money.
Wealth Wise Financial & Tax Advisory provides investors custom-tailored strategies to meet short- and long-term needs. Our goal at Wealth Wise Financial & Tax Advisory is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.
ABOUT US
My wife and I have been retired for 10 years. We started working with Peter and Wealth Wise several years before our retirement. Peter and his staff have been very helpful in advising us on potential benefits due to periodic shifts in our investment portfolio. These actions have proven positive for our financial and personal peace of mind. His tax advisement has proved helpful and satisfying.
Though our relationship started out as a purely business one, we feel we have also developed a personal relationship with Peter. He always takes his time to explain the pros and cons of any financial move. We never feel rushed to make a decision and we leave Peter's office feeling satisfied with our decision, in addition to feeling happy to have spent some time with a trusted friend. We look forward to working with Peter and his staff at Wealth Wise for many years to come.
Ron and Tam
Crystal Lake
My wife and I have been working with Wealth Wise Services and Pete Conway for about 10 years.
We both retired about three years ago and we are quite pleased with the way that Wealth Wise Financial Services and specifically Pete, has addressed our financial concerns. When we started, we indicated that we would like to have most of our money to be "low risk" and a lesser portion to be "at risk". As it turned out, that is exactly what they have arranged. We are 77% low risk and 23% at risk. Yes, we might have made more money taking a more aggressive posture, but we are conservative in nature with our retirement funds.
Pete has a very friendly personality which makes it very easy to speak with him. He is a great listener when it comes to our expressing our financial concerns.
He makes financial recommendations to us but does not force them upon us. He is readily available for meetings. We trust this company with our retirement funds, and we are pleased to continue to see them continually grow.
Cary and Donna