Irvine • Dallas

WEALTHWISE FINANCIAL SERVICES

Wealth Management Redefined. ®

Articulating your Vision
Navigating the Risks
Creating a Legacy

Our purpose at WealthWise Financial Services is to Redefine Wealth Management.

We help our clients pursue their passions by taking the worry, fear, and concern out of wealth management and financial planning.

Loreen Gilbert’s Recognition Includes:

Forbes Best in State Wealth Advisors, 2021

Forbes Best in State Wealth Advisors 2021

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Forbes Top Women Wealth Advisors 2021

Forbes Top Women Wealth Advisors 2021

The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

You’ve seen us on:

CNBC
Bloomberg
Yahoo! Finance

… and many more!

“We help our clients integrate their values and their wealth so that their wealth and their values outlive them.”

-Loreen Gilbert, CEO

Every Successful Investor Has a Story. Let’s Articulate Your Vision.

Our Process & Philosophy

At WealthWise Financial, we start with your goals in mind. To that end, we work with you on articulating your vision of the future.

Whom We Serve

You Belong Here

We specialize in working with business owners, key executives and women investors. Our clients entrust us with a minimum of $1,000,000 in investable assets. Whether we are working with business owners and key executives to maximize retirement plans and develop an exit strategy, or women investors on retirement and estate planning, our integrative approach helps give our clients a vision of the next chapter in life.

Business Owners

As a business owner, you are looking after the best interests of your company and employees; you also need to look for yourself

Key Executives

We know that as an executive you have an array of complex benefit plans available to you…

Women Investors

Women Investors

We are passionate about helping women understand and take control of their finances…

Our process makes it easy to get started!

chat with us

1

Articulating Your Vision

Our financial planning process begins with us working together to articulate your vision of the future.

discovery of goals

2

Navigating the Risks

Your risk profile is a key component of appropriate asset allocation. We ask you to complete a risk tolerance questionnaire and establish your risk score.

financial plan

3

Creating a Legacy

Everyone has a vision of a personal legacy. We help you create a living legacy to carry out your vision.

Recent Awards

Loreen Gilbert has received these recent industry awards:

2021 5 Star Wealth Manager Award
2021 5 Star Wealth Manager Award
2021 5 Star Wealth Manager Award

The Luminaries program shines a spotlight on how industry participants are producing results in thought leadership & education. They were selected by a diverse panel of judges from across the industry and the editorial team at ThinkAdvisor.

What We Stand For

Values

Our Values

At WealthWise Financial Services, we deliver personalized strategies that embody the values of integrity, competence, and care. We encourage our clients to reflect on and articulate their vision, both personal and financial. Our values-based approach to financial planning and wealth management establishes a clear and personalized financial path to assist our clients in pursuing their goals.

Commitment

Our Commitment

We believe that hard-working Americans have the right to pursue financial security by legally reducing their income and estate tax obligations. We navigate economic and market risks through a tactical investment philosophy and construction of core and satellite portfolios.

Values

Our Philosophy

At WealthWise Financial Services we navigate economic and market risks through a tactical investment philosophy and construction of core and satellite portfolios. We create core fee-based portfolios with unconstrained weightings in sectors, market capitalizations and geographic location. We also create satellite portfolios using a variety of alternative investments that provide potential downside protection strategies.

“We help our clients pursue their passions by striving to take the worry, fear and concern out of wealth management and financial planning.”

Loreen Gilbert
Loreen Gilbert
WealthWise Founder & CEO

Sleep Better Knowing Your Dreams Are Achievable.

Dreams to Goals. Goals to Reality.

We will focus on getting you from where you are to where you want to be while also understanding the importance of flexibility. Achieving your financial goals is an on-going process. We create a dynamic financial plan for each of our clients by adjusting their plan to align with their current situation, changing priorities, and the economic environment.