From Vision to Independence

General Info

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

HoursCLOSED NOW

Regular Hours:

Mon - Fri	8:30 am - 5:00 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 419-318-5500

Extra - 419-318-5506

Address:

5757 Monroe St Sylvania, OH 43560

Email:

Contact Us

Link:

http://www.ubs.com/findleywisewealthmanagement

Categories

Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services