WealthWise Financial Services

At WealthWise Financial Services, our purpose is to redefine wealth management. We help our clients pursue their passions by taking the worry, fear, and concern out of wealth management and financial planning. Our CEO, Loreen Gilbert, has been recognized as one of the top women wealth advisors by Forbes. This recognition is based on an algorithm that weighs factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through interviews.

WealthWise Financial Services offers a range of services including wealth management, financial planning, estate planning, and retirement planning. Our process begins with articulating your vision of the future, which involves working together to define your goals. We then navigate the risks associated with your financial situation and create a plan tailored to your needs.

We specialize in working with business owners, key executives, and women investors. Our clients typically have a minimum of $1,000,000 in investable assets. Whether you're a business owner looking to maximize retirement plans and develop an exit strategy, a key executive with complex benefit plans, or a woman investor seeking to understand and control your finances, we have the expertise to guide you through every step of the process.

Our Philosophy

At WealthWise Financial, we believe that every successful investor has a story. We help you integrate your values and your wealth so that your wealth and your values outlive you. Our approach is centered around understanding your goals and creating a plan that aligns with your vision for the future.

Recent Media Appearances

WealthWise Financial Services has been featured in various media outlets including Yahoo! Finance, Wealthion, Bloomberg Intelligence Podcast, and the Houston Business Journal. These appearances highlight our expertise and thought leadership in the field of wealth management and financial planning.

How We Can Assist You

If you're looking to articulate your vision, navigate the risks, and create a plan for your financial future, we're here to help. Whether you're a business owner, key executive, or woman investor, we can guide you through every step of the process. Let's start your journey today!