Wise &Partners

Washington, District Of Columbia

Call (771) 249-2075 Visit website →

About

Wise & Partners is a financial advisory firm located in Washington, D.C., serving professionals, families, and organizations with complex financial situations. The firm operates on a fiduciary standard and focuses on values-aligned planning with ongoing collaboration, using tools through &Partners and Fidelity to integrate financial data and monitor strategy adjustments. Their approach emphasizes relationship-building, clear communication, and adaptive guidance that evolves with clients' changing circumstances and life stages.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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