BRUCE WISE's Colleagues at Wise Capital Partners
BRUCE WISE's Contact Details
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Houston, Texas
Wise Capital Partners
BRUCE WISE's Company 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.