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From Vision to Independence

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Findley Wise Wealth Management was founded in 2003 on the principles of innovative thinking, superior customer service, and mastery of the leading financial tools and techniques. The team’s 12 members draw upon more than 125 years of combined experience to provide private wealth services to individuals, families and institutions around the country. · Asset Management · Financial and Estate Planning Diagnostics · Tax Minimizations Strategies · Philanthropic Services · Investment Strategies · Alternative Strategies · Concentrated/Restricted Stock Management · Lifestyle Services · Retirement Plan Management
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Phone: (419) 318-5506

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Phone: (419) 318-5500

Address: 5757 Monroe St, Sylvania, OH 43560

Website: http://www.ubs.com/findleywisewealthmanagement

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