WealthWise Capital Management

WealthWise Capital Management is a wealth management firm in Wethersfield, CT. The firm provides a full suite of financial products and services, including comprehensive financial planning, retirement planning, estate and trust planning, investment planning, and college planning. They serve individuals and families by helping them navigate market risks and create long-term legacies.

The firm operates under a philosophy of redefining wealth management by helping clients integrate their values with their financial goals. Their approach involves the "True Wealth Process," which focuses on articulating a client's vision, navigating risks, and creating a legacy. Advisors act as fiduciaries, meaning they are legally and ethically bound to act in the best interests of their clients. To provide a high level of personalization, the team utilizes tools such as risk tolerance software, vision boards, and comprehensive financial planning to address the specific needs of clients at every stage of life.

WealthWise Capital Management is located on Silas Deane Hwy.

The firm is recognized for its high standards of professional excellence, as evidenced by CEO Loreen Gilbert’s recognition as a Forbes Top Women Wealth Advisor in both 2021 and 2022. The company is known for its commitment to integrity, competence, and care, striving to remove the worry and concern often associated with financial planning.

WealthWise Capital Management provides dedicated financial expertise to help clients in Wethersfield, CT, protect and grow their wealth.