Our Practice
FinancialWise is a wealth management firm located in Upstate NY, serving clients throughout the Northeast and as far away as California. We work with individuals, families, and small business owners helping them navigate through life’s financial challenges to achieve their life-long dreams.
We have a clearly defined process to help you achieve your dreams.
Our 3-step process:
- Life Coaching – Getting to know our clients’ dreams and vision. Asking the right questions so we can guide you towards a more secure future.
- Financial Planning – We start by evaluating your goals and aspirations. We work with you to determine your current financial reality and provide the appropriate strategies to get you where you want to be.
- Financial Advice – Through our relationships with Charter Oak, MML Investor Services and MassMutual, we use our professional experience to align you with the right product solutions for your planning needs.
Additionally, our team at FinancialWise has decades of experience in two unique and important financial areas.
- We help families that have children with special needs plan for their financial future through our special care program.
- We provide financial education in the workplace and other venues, having helped hundreds of individuals plan for a better financial future.