Clarify your dreams and goals: Empowering you to enjoy your best possible life!

At Wislar Wealth Management, our mission is simple: Provide personalized financial and investment strategies that minimize our clients’ stress and maximize their financial independence and quality of life.

We work as a personal “Chief Financial Officer,” providing services and technologies to simplify and control all of our clients’ financial affairs.

Though everyone is unique, we all share a common goal; to make the most of the one life we have to live.  Our role is to help you make well-informed financial decisions that provide you with greater independence, options, peace of mind, and security.

Our investment strategy maximizes expected returns while smoothing out portfolio volatility.  Our financial advice emphasizes tax minimization, quality of life and prudent, long-term strategies.  We don’t trade stocks and we don’t gamble with our clients’ money.  Our clients look to us to preserve their capital and provide real growth in their incomes to offset rising living costs.

Unlike a traditional “brokerage firm,” we are a Registered Investment Advisory firm with no proprietary or commission-based products to sell.  We believe that the out-of-date commission system is an obstacle to conscientious advisors because it stresses transactions that may not always be in our client’s best interest.

Our approach is different; we are a “Fee For Service” group.  Our interests are firmly aligned with yours; our fully-disclosed annual fees increase only when your portfolio assets increase.  We have also developed strategic alliances with top  professionals who can handle your estate planning, trusts, income tax preparation, and other important financial needs.

To help us stay focused on making a positive difference in the lives of our clients, we work with a limited number of successful families who have a minimum of $1million dollars in investable assets.