Family. Longevity. Fiduciary.
Wisdom and Wealth
Mission
"We are a faith based company whose mission is to educate and equip people of all ages with the necessary financial tools they will need to live a prosperous and stable
life. "
Philosophy
The philosophy of Wisdom and Wealth is founded around our desire to provide a positive impact on the lives of our clients. This is defined by our core values. We believe that financial planning should be a family activity. Overall, having a strong financial plan promotes stability and peace of mind.
Founded in 2014 by a group of young professionals passionate about helping people achieve their financial goals. Wisdom and Wealth currently employees 3 associates in the College Station/Bryan area.
Core Values
Family
Wisdom and Wealth strives to be family oriented by nurturing client relationships as they would a family member. We are there with our clients every step of the way, celebrating with them in their accomplishments and supporting them in times of need.
Longevity
From planning for the education of our clients' children to their own retirement Wisdom and Wealth cares deeply about each relationship and is committed to a lifelong partnership with clients and their families. By engaging in a longterm relationship with our clients we are able to provide a more comprehensive, personable and steadfast experience.
Fiduciary
Wisdom and Wealth prides itself on acting in the best interest of our clients' in all situations and disclosing any potential conflicts of interest upon initial finding. We follow the fiduciary standards set forth by the Certified Financial Planning (TM) Board.