A team effort focused around you.
Wise Advisory Group is an independent firm of creative, qualified, financial professionals. We owe no allegiance to any bank or life insurance company. Our members only allegiance is to you.
Our team members believe their allegiance is to you. We bring a caring and innovative approach to offering a complete and integrated strategy for creating, managing, enhancing and preserving your wealth and estate.
Our solutions include:
- Insurance evaluation and analysis
- Personal life insurance
- Personal disability coverage
- Corporate life insurance
- Corporate disability coverage
- Corporate buy/sell
- Key person insurance coverage
- Estate transfer strategies
- Tax exempt investment vehicles