Who Owns Wisepath?
Wisepath Financial Group is owned and operated by Jesse Andrews. Jesse has over a decade in the financial industry, earning multiple industry recognitions and inspiring him to creation of Wisepath. He believes that the financial services industry is falling short in providing their clients with practical information and personalized support to reach client objectives. Jesse developed Wisepath as a boutique firm of trusted financial professionals to provide the experience, service and information to guide clients to success.
How would you describe the culture at Wisepath?
Wisepath strives to be the best guide and resource to each client on their financial journey by utilizing passion, professionalism, and the Wisepath Way. The team at Wisepath is guided by our core values, and every decision we recommend has the purpose of helping clients achieve their goals. We have fun along the way by building lifelong relationships with our clients and our teammates.
How is Wisepath compensated?
We are compensated through the products and services we offer. The companies that manufacture these products pay us directly. Introductions by existing clients based on the great services we provide helps to build our client lists.
A full, 360 degree blueprint for an individual’s financial strategy. It’s a holistic approach to financial strategy – we treat the whole client, not just one financial aspect. We use our network of in-house professionals to coordinate all branches - taxes, wealth management, retirement, long term care, and estate planning. By organizing all of the aspects of finances into one cohesive plan, Wisepath can educate, empower, and guide our clients on their financial path.
The Wisepath Way offers:
Solutions Built Around a Strategy
All Pieces Working Together for You
Saving Time with A Single Professional
Simple and Easy to Understand
Maximum Efficiency / Maximum Savings
What is the Wisepath Way?
Wisepath’s clients often share several common characteristics including:
A passion for success as defined in each client’s own terms.
Professionals, full lives, and comfort delegating investment/strategy work.
An interest in staying engaged in the experience.
A belief that a trusted professional should add value beyond just investment management.
A long-term, results driven perspective.
An appreciation for proactive communication and follow-up
Who are Wisepath Clients?
Wisepath Professionals add substantial value, by:
Assessing your existing investments to let you know of any concerns, such as hidden costs or inefficient activities.
Suggest and explain suitable, more cost-effective alternatives.
Refine how and where your assets are allocated to create a risk/reward profile that makes sense for you.
Maintain or update your allocations as the market and your goals evolve.
Intelligently divide your investments between your taxable and tax-sheltered accounts to minimize the damaging impact of taxes across your portfolio.
Coordinate your investment activities within the context of your overall wealth management needs, including insurance, estate planning, charitable intents, and other related concerns.
Provide ongoing counsel and education as new opportunities or new challenges arise.
To note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss.
Why do I need a financial Professional and asset protection?
Why is it important today?
The complexities of taxes, estate planning and the systems built around managing retirement funds grow more difficult to navigate each year. Changes in legislation (the Jobs Act, Secure Act and Pension Protecting Act come to mind) can all affect how, when and where your monies can be used in your best interests. Comprehensive strategies and solutions require professional information and experience, a Financial Guide, to help mentor clients towards a strong financial future.
Why Wisepath?
Wisepath specifically works with highly successful individuals and have continuously refined our business model to specifically meet your growing financial and regulatory challenges. As your income and wealth increases, so does the financial complexity of these challenges. Challenges such as Very Complex Estate Planning, High Tax Exposure, Complicated Retirement Planning, and Increased Wealth Preservation Need.
What is the next step in establishing a relationship with Wisepath?
The process begins with what we call “The Discovery Call”. We explore your vision for your ideal life, your financial commitments, and how you view and experience risk.
Careers at Wisepath?
Your guidance changes the lives of everyday Americans with the promise of a more secure financial future. Through robust branding and marketing programs, we elevate your ability to connect, earn trust and build enduring relationships with clients. Our practice management resources amplify your business’ impact and influence. This support is the cornerstone of Wisepath, helping you deliver on promises when your customers need you most.
Wisepath is expanding virtually, nationwide. We are meeting with experienced advisors to support our presence.