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      Details

      First Wisdom, Then Wealth

      General Info

      Wise Wealth, LLC is committed to working alongside you to build a solid financial future. Honesty, integrity, and the Golden Rule are at the core of how Wise Wealth operates under the direction of its founder, Stephen Stricklin, CFP. As an independent, full-service, registered investment advisor firm, Wise Wealth does not represent any particular third-party company or specific financial products, and therefore acts solely in your best interest. The Wise Wealth slogan is “First Wisdom, Then Wealth” - a timeless principle that provides the blueprint for successful wealth management. By utilizing a step-by-step process, we help inform, advise, and prepare our clients for the future. Wise Wealth thrives on Stephen Stricklin's passion for helping others achieve their financial goals. When Stephen Stricklin founded Wise Wealth LLC, he was motivated by the desire to bring financial wisdom to his clients. As a former teacher and counselor, Stephen understood the role knowledge plays in wealth management and preservation. He enjoys working with business owners, professionals, families, and individuals in Lee's Summit and the Kansas City metro area who believe wealth is a tool that needs to be managed wisely in order to produce the best results. Stephen is a Certified Financial Planner and holds life and health insurance licenses as well as securities licenses. Located on Main Street Lee's Summit, Wise Wealth LLC is committed to working alongside you to build a solid financial future. Honesty, integrity, and the Golden Rule are at the core of how Wise Wealth operates. As an independent, full-service Registered Investment Advisor firm, Wise Wealth does not represent any particular third-party company or specific financial product, and therefore acts solely in your best interest. We proudly conform to the financial planning process and Code of Ethics as defined by the CFP Board of Standards, and the Financial Planning Client Bill of Rights. We are an independent Registered Investment Advisor firm and member of the Better Business Bureau. Respond and learn how various financial products including insurance and annuities can positively impact your retirement.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Thu
      Fri

      Contact Info

      Phone:

      Main - 816-246-9473

      Address:
      300 SW Main St Lees Summit, MO 64063
      Email:

      Links:

      http://www.wisewealthkc.com

      https://www.facebook.com/wisewealthkc

      https://www.youtube.com/watch?v=j6SG1Yxti1A

      https://twitter.com/wisewealthkc

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      Categories
      Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investments, Life Insurance, Retirement Planning Services
      Services / Products
      Comprehensive Financial Planning, Retirement Income Planning, Estate Planning, Legacy Planning, Investment Management, Immediate Annuities, Deferred Annuities, Life Insurance, Investment strategies, Long-term care insurance, Disability Insurance, Charitable Giving, Business Planning
      Location
      Located on Main Street in downtown Lee's Summit, MO
      Neighborhood
      Downtown Lee's Summit
      Associations
      CFP, MORT
      Suggest an Edit
      Data provided by one or more of the following: Thryv, Data Axle, Yext.