Welcome to The Wise Investor Group
For more than 25 years, The Wise Investor Group has been dedicated to serving the financial needs of individuals and families. Our portfolio management, financial planning and investment professionals average 22 years in the industry and over 15 years with the team.
Managing more than $2.9 billion in equity, balanced and fixed income accounts, our reputation and significant growth derive from our commitment to expert advice and personalized client service. With highly-specialized professionals in-house and an accessible network of experts at Baird, we continuously work to ensure the recommendations we deliver are well-researched and in line with your unique needs and goals.