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The Strength of The Wise Investor Group

We frequently share financial performance reports and provide updates on how your investment portfolios

and financial plans are tracking, but we rarely share updates on how our team is doing! We thought you

would appreciate some of the recent Wise Investor Group news.


Welcoming Three New Team Members

For more than 20 years, The Wise Investor Group has been dedicated to serving the financial needs of

individuals and families. Our portfolio management, financial planning and investment decision-making

teams average 22 years in the industry and over 15 years with our team. We recently expanded our team

by hiring four new associates in the last 12 months to enhance our client experience and strengthen our

holistic approach.


Named Baird’s Medium-Sized Branch Of The Year

Our team has been recognized nationally as Baird’s Medium Size Branch of the Year for 2018. Matt

Curley, Divisional Director, said of The Wise Investor Group, “They do a great job delivering a planning

and wealth management model to their many clients. They have built their business to be one of the top

Teams at Baird." In addition, we continue to be recognized by Forbes, Barron’s and other well respected

publications. This marks the 11th consecutive year that The Wise Investor Group has been named

among Barron’s Top 1,200 Financial Advisors. Members of our team have also been recognized on

Forbes’ Top Wealth Advisors and Best-in-State Wealth Advisors lists since 2017.


Same Great Advice, With a Brand-New Look

As some of you may have noticed, we are doing some spring cleaning and freshening up with a new look

to carry us into the next decade. We are renovating our office to enhance your experience and provide

more personalized service. The renovations will include comfortable new furniture, along with carpet and

paint to make our space brighter and more inviting. We are taking a phased approach to eliminate any

disruption for you throughout the renovation, which will be completed this fall. We look forward to having

you in to see the new space!


Keeping You Informed with Frequent Investing Updates

The Wise Investor Show has helped listeners become better investors by providing an understanding of

the way the markets move and analyzing individual stocks and bonds. Continue to hear from our advisors

on issues affecting the markets each week on The Wise Investor Group’s radio show, airing Sundays at 9

a.m. on WMAL 105.9 FM and AM 630 in Washington, D.C., through the weekly podcast available on

iTunes or via our periodic email newsletter.


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.