WealthWise Financial Services

Welcome to WealthWise Financial Services Wealth Management Redefined “We help our clients integrate their values and their wealth so that their wealth and their values outlive them." - Loreen Gilbert Founder and President Our Commitment We help our clients pursue their passions by striving to take the the worry, fear and concern out of wealth management and financial planning. Our Philosophy Our company philosophy is to Redefine Wealth Management through delivering comprehensive wealth strategies with the utmost Integrity, Competence, and Care. At WealthWise Financial Services we navigate economic and market risks through a tactical investment philosophy and construction of core and satellite portfolios. We create core fee-based portfolios with unconstrained weightings in sectors, market capitalizations and geographic location. We also create satellite portfolios using a variety of alternative investments that provide potential downside protection strategies. Our Clients We add value to corporate and individual clients across the nation. We have always placed the client at the center of our firm. Therefore with new technology we are able to provide different service models to address your specific financial goals depending on investable assets and planning needs. Whether we are working with individuals on retirement and estate planning, or consulting with business owners to maximize retirement plans and develop and an exit strategy, our integrative approach helps give our clients a vision of the next chapter in life.

Address: 9070 Irvine Center Drive, Suite 230, Irvine, CA 92618 USA

Phone: +1 949 748 1177
FAX: +1 949 748 1178