Effective Game Plan
Advice in Common Language
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Wise Counsel, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Wise Counsel we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
We bring our clients focus and discipline when it comes to investment strategies. Learn More
Our insurance specialists will identify areas that could negatively impact your short and long term financial goals.
Taxes are a significant part of your life and one of the biggest drags on wealth accumulation and preservation. We are always mindful of the tax implications for each part of your planning when making recommendations. Learn more
Our objective and unbiased approach, solid credentials and over 30-year history of client involvement combine to help invest and manage your wealth at and through retirement in a manner that reflects your individual goals, priorities and values. Learn more
You work a lifetime saving and building your estate and then what? Once again, our mission of “Connecting Wealth with Purpose” comes into play here.
Welcome to Wise Counsel
When it comes to financial advice, most people are looking for more than just someone to sell them investments or other financial products. What they really want is knowledgeable, unbiased advice. Located in the heart of Texas, our firm is intentionally structured to offer you independent and unbiased advice. We strive for excellence and to serve our clients with complete trust, transparency and accountability.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Headquartered in Georgetown, Texas, Wise Counsel serves clients all over the State of Texas and beyond. Contact us today to speak with a wealth advisor or financial professional nearest you.
BlogPart I of III: What is a ...
Published by Mindi Bozeman Zanowiak, Normand Bozeman Zanowiak, PLLC
A trust is an estate planning tool, but let’s back up. What is estate planning anyway? From a legal perspective, it is being intentional about the legacy (financial and personal) you leave by memorializing your wishes in writing. Read more
Market CommentaryWeekly Market Commentary – July 15, 2019
The S&P 500 continued its steady climb and ended the week at a new record high. Investors remain confident the Federal Reserve will lower rates at its meeting in late July. The S&P 500 climbed 0.8% for the week. The MSCI ACWI gained 0.2%. Read more
Monthly NewsletterCelebrating True Financial Freedom
Fourth of July! We stand in the haze of firework smoke and barbecue grills enjoying our family, sweating in the heat. On this most nostalgic of holidays, we celebrate the independent spirit of what it means to be an American. More than a one-time political event in distant history, this is the freedom to stand on our own two feet and pursue our unique destiny. Read more
- Should you invest in a Roth or Traditional IRA?
By Beth Schanou, JD
Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat. There are options which are satisfying in the short-term but may necessitate a more vigorous workout later to compensate. Read more
Weekly Market Commentary
- Weekly Market Commentary – July 8, 2019
The S&P 500 continued its very strong performance this year and reached a new high Wednesday before inching lower on Friday. The strong employment report on Friday pushed markets slightly lower by reducing the number of expected interest-rate cuts by the Federal Reserve. The S&P 500 climbed 1.7% for the week. The MSCI ACWI gained 1.2%. The Bloomberg BarCap Aggregate Bond Index slipped 0.1% as yield rose in response to the jobs data. Read more