OUR PROFESSIONAL APPROACH
Wise Wealth Advisors of Benjamin F. Edwards & Co. is a team of professionals committed to placing our client’s needs first. Our mission is to provide personalized strategies and solutions to our clients in this ever changing financial world. We take a holistic approach, identifying the unique goals, resources, and needs that apply to the person—not the demographic.
Each Team member—Libby Romack, Kathleen Duncan, and Nicole Brusher —brings specialized resources to the experience so that all aspects of wealth management can be addressed. Our process starts with a detailed discussion of where a person may be now, where they want to be in the future, and what we can do to assist them to get there.
Areas of concentration:
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Insurance Strategies
- Investment Management
- Retirement Planning Strategies
- Wealth Management