
The Wise Investor Group named to Barron's 2022 Top 100 Private Wealth Management Teams
We are so excited and proud to share that The Wise Investor Group was recognized as one of the Top 100 Private Wealth Management Teams in 2022.
After tuning in to The Wise Investor Show®, read our latest posts — written by some of the top advisors in the country — where we’ll uncover common investing myths, strategic secrets and the trends worth paying attention to.
Whether you’re just starting to invest or have been generating returns for years, our content is here to connect the dots between our radio show and services so you acquire the skills and knowledge you need to effectively manage your finances.
We are so excited and proud to share that The Wise Investor Group was recognized as one of the Top 100 Private Wealth Management Teams in 2022.
In Bethesda Magazine's Financial Professionals profile, Greg Smith shares his journey in becoming a financial advisor and more.
This New Year, we're changing how we share content with our listeners. On January 7th, we're introducing the new Wise Investor Show.
We are excited to share our profile in Arlington Magazine’s Women in Business. From lessons learned to turning points, we shine a light on our experiences in the workforce.
We have promoted Nick Sorden, a trusted member of our team, to work with the "next generation," the adult children, grandchildren, and other relatives of our clients.
Our team is the strongest it has ever been and we continue to invest in people, technology and services, to provide you with the best possible financial solutions. We look forward to growing with you and your family for the next 20 years…and beyond.