Wise Wealth, Llc
Wise Wealth, LLC is an independent, full-service, education-based, wealth management firm serving the greater KC metro area. Our firm name, Wise Wealth, is rooted in a timeless principle from the book of Proverbs and reflects our core values. We prioritize education and goal alignment when making recommendations, valuing both return on investment and return on life. Our slogan is “First Wisdom, Then Wealth” and we aim to create customized retirement plans based on your specific needs and goals. We strive to eliminate uncertainties and consider all the risks while creating a plan that provides you with the lifestyle you desire in retirement with maximum peace of mind. Our mission is to guide families on a path that makes work optional and to design a plan that empowers the freedom to give, serve, and enjoy life like never before.#GSEL Connect with us! 816.246.WISE (9473) YouTube.com/@SimplifyYourRetirement
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Verified contacts
8
available on Kipplo
LinkedIn employees
6
11 to 50 range
Open roles
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no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
20
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- PB
Paul Brock
Vice President Chief Operations Officer · Other
EmailPhone - SS
Stephen Stricklin
Certified Financial Planner & Registered Investment Advisor President & Founder · Other
EmailPhone - HN
Hannah Noel
Director of Operations · Operations
EmailPhone
Showing 3 of 8 verified contacts
Top roles at Wise Wealth, Llc
7 distinct titles indexed · top 7 shown.
- 2financial advisor
- 1cameraman
- 1certified financial planner & registered investment advisor president & founder
- 1director of operations
- 1lead financial advisor
- 1marketing director
- 1vice president chief operations officer
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