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Wise Counsel Wealth Management Employee Directory

Financial ServicesTexas, United States2-10 Employees

Wise Counsel Wealth Management operates in the financial services sector, focusing on helping individuals and business owners make better financial decisions. The firm invites prospective clients to begin with a brief, complimentary 15-minute conversation with an experienced wealth advisor. Investment advice is delivered through CWM, LLC, an SEC-registered investment adviser, and the company is based in Georgetown, Texas.

With a small team, the firm aims to simplify money management for its clients and support decisions aligned with personal and business goals. Its client base comprises individuals and business owners seeking clearer finances and better decision-making. It operates within the broader financial services landscape as an advisory-focused practice, rather than a product-driven entity. More information and scheduling options are available through its website.

Find Wise Counsel Wealth Management employees' phone numbers or email addresses

Wise Counsel Wealth Management Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Wise Counsel Wealth Management's Leadership

  • Stylized image of a person
    S. M.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. C.
    Associate Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    Z. L.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    Z. L.
    Wealth Advisor
    Phone icon
    Mobile Phone

Wise Counsel Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Wise Counsel Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. M.
    President
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Apr 14, 2026
  • Stylized image of a person
    T. C.
    Associate Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesDelaware
    Apr 16, 2026
  • Stylized image of a person
    Z. L.
    Wealth Advisor
    Phone icon
    Mobile Phone
    Apr 24, 2025
  • Stylized image of a person
    Z. L.
    Wealth Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 11, 2023

Frequently Asked Questions

What is Wise Counsel Wealth Management known for?

Minus sign iconPlus sign iconWise Counsel Wealth Management was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 1629 Rivery Boulevard Suite 102 Georgetown, Texas 78628 United States; you can contact the main corporate office by phone at
+1-512-869-****
. Explore Wise Counsel Wealth Management's company overview page for more information.

What is Wise Counsel Wealth Management's most common email format?

Minus sign iconPlus sign iconWise Counsel Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wise Counsel Wealth Management email formats with LeadIQ.

How many employees does Wise Counsel Wealth Management have currently?

Minus sign iconPlus sign iconWise Counsel Wealth Management has approximately 5 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Wise Counsel Wealth Management's key employees and leadership?

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As of April 2026, Wise Counsel Wealth Management's key employees include:

  • President: S. M.
  • Associate Wealth Advisor: T. C.
  • Wealth Advisor: Z. L.
  • Wealth Advisor: Z. L.

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