Wise Capital Partners
1801 Kingwood Drive, Houston, TX 77339
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
1801 Kingwood Dr #160, Kingwood Area, TX 77339, United States
About the Business
Wise Capital Partners is a finance institution located at 1801 Kingwood Drive, Houston, Texas, United States. Our mission is to make financial planning effortless, fun, and gratifying, which we call "FUNANCE". As a holistic, independent, transparent, fiduciary firm, we prioritize your goals above all else. Our custom-designed plans use top portfolios and algorithms to ensure the best outcomes for you. Our family motto is "Healthy, Wealthy and Wise", and we strive to empower you with a positive mindset about money and a portfolio that supports your financial freedom. Our experienced financial planners use trusted strategies to guide you towards a secure financial future.
Chris, a Certified Public Accountant, leads our team with expertise gained from years in the financial services industry. Bruce, a CERTIFIED FINANCIAL PLANNER™ professional, focuses on retirement planning and financial education. Chris and Bruce, along with Miriam and Danielle, are dedicated to helping clients achieve their financial goals and providing valuable insight on industry changes.
If you're looking for personalized financial planning to secure your future, consider taking the Wise approach with us. Schedule a 15-minute discovery call to learn more about how we can help you achieve financial freedom. Our team at Wise Capital Partners is committed to guiding you towards a prosperous financial future.
Reviews
"Top notch people. Bruce Wise and Chris Wise are 2 of the smartest people I've ever met. Thank you for your help."
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