Investing in your future as a professional is the single-most important step you can take to help achieve the freedom you want.
Wealth Wise has partnered with Commonwealth Financial Network to help offer everything you need to invest your money wisely. They offer a full range of products, research and help ensure that we can provide the expertise and service you expect.
Low Cost Index Funds
Index Funds allow us to diversify your portfolio across countries and companies, helping you gain tax-efficient exposure to both domestic and international stocks and bonds.
Tax Loss Harvesting
We’ll help you get the most value from your investments using this sophisticated technique that can help your after-tax returns a.k.a. the money that you take home.
Every portfolio needs rebalancing from time to time to keep it in line with its original asset allocation mix, and our automated process powered by Commonwealth Financial Network uses every deposit and any dividends to get your portfolio back to its original allocation, while also lowering your capital gains tax.
You know you should eat better and exercise more, but do you? Similarly, you know you should maximize your money by investing, but it can be difficult to take that first step. Our advisors can help you close this behavioral gap by giving you the guidance you need to make sound investment decisions and avoid costly mistakes.
Sleep well at night knowing our systems are locked tight with the strongest browser encryption available, and your data is safely stored in a secure, offsite facility.
Globally Diversified Portfolio
Rest assured that your investments are maximally diversified across a wide variety of stocks and bonds according to your risk tolerance and timeline.
Automate Your Investments Effortlessly
In less than the time it takes you to read this page, you can sign up for Wealth Wise INVEST. Sign up and within minutes you'll be ready to start building your future.
Investments are subject to risk, including the loss of principal. Because investment return and principal value fluctuate, shares may be worth more or less than their original value. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results. Talk to your financial advisor before making any investing decisions. Diversification does not assure a profit or protect against loss in declining markets, and diversification cannot guarantee that any objective or goal will be achieved