Wise Capital Partners
Financial Services - Houston, TX, US
Wise Capital Partners Employees
Wise Capital Partners Details
AS CERTIFIED FINANCIAL PLANNERS, WE PRIDE OURSELVES ON BEING A FIDUCIARY ON BEHALF OF OUR CLIENTS.Which means we only make financial recommendations that are in your best interest. Our goal is to help you navigate all the stages of your life with a strong financial footing, so you build a better future. We are a holistic, independent, transparent, firm that focuses on finding the best investment vehicles and creating custom plans to meet your goals.Our ServicesIncome Sources: Defined Benefit Plan, TRS, Pensions, Inheritance & Social SecurityRetirement: IRA, Roth, 401(k) & ORP/403(b)Debt/House: Credit Cards, Student Loans & Mortgage LoansPersonal Accounts: Brokerage Accounts, After Tax Accounts, College Planning &Emergency FundRisk Management: Life Insurance, Long Term Care, HSA & Long/Short Term DisabilityProperty & Casualty Insurance: Utilizing an outside P&C agent for Flood, House, Vehicle, Art, Jewelry, UmbrellaTax Strategies: Utilizing an outside Qualified CPA for Tax Implications on Financial DecisionsLegal Strategies: Utilizing an outside Estate Planning Attorney for Wills & Trust Power of AttorneyOur clients always come first.
Wise Capital Partners Technologies
E-commerce Platforms
Woo Commerce
Email Providers
Outlook
Load Balancers
Nginx
Other
Microsoft Office 365
Hosting
Google Cloud Hosting
CSS and JavaScript Libraries
Bootstrap Framework