InvestWise Financial, LLC Employee Directory

Financial ServicesMichigan, United States11-50 Employees

InvestWise Financial, LLC is a financial services firm that provides holistic wealth management and tailored financial guidance designed to help clients pursue their stated goals. The firm emphasizes a collaborative approach, bringing together associates with diverse areas of expertise to offer a broad range of services including investment, retirement, estate, college, and tax planning, as well as insurance solutions and Social Security strategies. Its model focuses on helping clients articulate goals and make informed decisions through dedicated advisory support. Based in Bloomfield Hills, Michigan, the company operates within the wealth management and financial planning sector and serves clients through a team-based structure that integrates multiple disciplines. In addition to ongoing financial planning, InvestWise partners with LPL Financial to deliver securities and advisory services, and has engaged in activities such as a recent collaboration to provide financial education and guidance for survivors of intimate partner violence through a partnership with Whiteglove Health and HAVEN.

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