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Specialties
Wise Wealth, LLC is committed to working alongside you to build a solid financial future. Honesty, integrity, and the Golden Rule are at the core of how Wise Wealth operates under the direction of its founder, Stephen Stricklin, CFP®. As an independent, full-service, registered investment advisor firm, Wise Wealth does not represent any particular third-party company or specific financial products, and therefore acts solely in your best interest. The Wise Wealth slogan is «First Wisdom, Then Wealth» — a timeless principle that provides the blueprint for successful wealth management. By utilizing a step-by-step process, we help educate, advise, and prepare our clients for the future. Wise Wealth thrives on Stephen Stricklin’s passion for helping others achieve their financial goals.