Q: What makes your client experience unique?
A: The Wise Investor Group is dedicated to fostering long-lasting relationships with our clients—helping people just like you build a future centered around the things that matter most to your everyday life and future. From relieving financial stress to securing your future, our team is committed to serving your unique needs and goals and helping you navigate whatever life may bring.
We believe strongly in the marriage of portfolio management and financial planning. Every investment decision is made in the context of a written, well-articulated plan. Frequent interactive client reviews involve both a portfolio manager and planner to make sure we are always working cohesively to meet our client’s goals and objectives. We strive to help our clients remain tethered to their financial plans and disciplined in their focus while limiting the impact of any short-term headline “noise.”
Q: What piece of advice do you most frequently get asked and what’s your answer?
A: Investors frequently ask, “How much can I spend without running out of money?” To address this, we start with needs-based planning to determine their essential spending and include charitable gifts and family giving as well as other goals. We also factor in tax implications and inflation. On the investment side, we tailor client portfolios to aim for specific return or income needs, balancing risk and reward through asset diversification. Regular portfolio rebalancing and performance reviews help to ensure that clients’ investments remain aligned with their long-term financial goals.
Awards/Honors:
Barron’s Top 100 Private Wealth Management Teams 2022, Forbes Top Wealth Advisors 2022, Forbes Best-In-State Wealth Advisors 2022, Forbes Best-In-State Women Advisors 2022, Forbes Top 250 Wealth Advisors 2021, Forbes Best-In-state Wealth Advisors 2021, Northern Virginia magazine Top Financial Professionals 2021, Barron’s Top 1200 Financial Advisors Professionals 2021, Forbes Top Women Wealth Advisors 2021