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
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.