Moving past the limits of traditional financial planning

What is important to you? At Findley Wise Wealth Management, that is where our conversation begins. Helping you find those answers is what our relationship is all about. Our approach is a simple one: we align our experienced team with powerful resources to help you plan for your most meaningful milestones and all you hope your future can be.

The Findley Wise difference:

  • Comprehensive cost benefit analysis
  • Progressive strategic thinking
  • Objective investment advice
  • Customized solutions for every client
  • Straight forward pricing

What are your financial priorities?

Contact Us

5757 Monroe Street
Sylvania, OH 43560
(419) 318-5500
(855) 258-6295

Wealth accumulation

  • Fund education for children or grandchildren
  • Save for a major expenditure or investment
  • Seek financial security
  • Plan for a comfortable retirement
  • Maximize employee/executive compensation plans
  • Build liquidity

Wealth management and risk control

  • Align portfolio objectives with a changing lifestyle
  • Preserve assets and income in the event of disability, long-term care or death
  • Manage retirement funds (appreciation and distribution)
  • Reduce taxes
  • Improve cash flow
  • Plan for business continuation

Wealth transfer

  • Create your legacy
  • Manage estate taxes
  • Gift during your lifetime
  • Make testamentary transfers to beneficiaries
  • Transfer business interests
  • Plan strategic philanthropy

Our commitment is to help you see the 360 view of how every financial decision impacts another and how we can work together with your other trusted advisors to address your needs. We engage in a complete financial planning process, using our group's Certified Financial Planner, CFP®. We focus on your personal balance sheet, talk to you about your goals and attitudes towards risk, while also considering tax implications. Using this information, we work with you to develop appropriate strategies for your unique circumstances, we then create organization and focus to your financial picture.

Here's how we do it:

We’re here to help you see the bigger picture.