Gain Financial Confidence and Clarity to Control Your Destiny
True wealth is more than money. It’s living your life freely. It’s time spent well. It’s confidence in your future.
How Can We Help You?
InvestWise Wealth Management, Inc. is a comprehensive financial planning firm located in Clarkston, Mi, serving clients nationwide. Our vision is to make financial education and guidance accessible to busy young professionals. We’re dedicated to helping clients align their finances with their values and purpose so they can live their greatest lives. Here’s how we can assist you:
Education
Our process starts with a mutual exploration of your financial history, values, and goals. Then we provide easy-to-understand information to facilitate your decisions and we explain the options and risks associated with each choice.
Partnership
We work collaboratively with you, helping you build a team of financial experts and providing coordination and oversight in the management of your financial world. In addition, we offer guidance and hold you accountable to your goals.
Objective Advice
We bring an outside perspective during life transitions to help you overcome the natural desire of making emotionally driven decisions in important money matters. We also work in your best interest at all times and act with integrity and empathy.
Convenience
We utilize technology to help save you time and make your life easier. Our secure client portal and video conferencing capabilities allow us to get more done in less time. No more sitting in traffic – you can work with us from anywhere in the world.
Feel Confident in Your Financial Future
Whatever your situation, our team will listen to what matters most to you. From taxes in retirement, investments, estate planning, charitable giving and more, our experienced advisors do the valuable work of financial planning and wealth management so you can focus on living life your way.
Solutions We Can Provide You With
The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.
Financial Planning
Our team will create a strategic plan to evaluate your current financial situation and help direct you to true financial freedom.
Retirement Planning
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms by utilizing our financial strategies.
Investment Management
A service for Comprehensive Financial Planning clients where we provide ongoing portfolio management and investment advice.
Tax Planning
We review your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
Financial Planning
Our team will create a strategic plan to evaluate your current financial situation and help direct you to true financial freedom.
Retirement Planning
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms by utilizing our financial strategies.
Investment Management
A service for Comprehensive Financial Planning clients where we provide ongoing portfolio management and investment advice.
Tax Planning
We review your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
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Capital Gains Tax: How to Minimize It and Preserve Wealth
Navigating the complexities of capital gains tax is a crucial aspect of managing and preserving wealth. Capital gains tax is levied on the profit made from selling an asset, such as stocks or real estate, and understanding how it works is essential for any investor....