About Us
Who We Are, What We Stand For
We redefine wealth management by helping our clients articulate their vision for the future, navigate the risks of the market, and create a legacy that starts today. We start by understanding what our client’s value about money and what they envision for their future. We go beyond helping our clients reach their financial goals by uncovering the gaps in their financial plan and current investment lineup. We also work hard to educate our clients on our process and offerings because we understand everyone has different levels of comfort and knowledge. We serve clients in all stages of life, which is why we provide a high level of personalization for our services using tools such as vision boards, risk tolerance software, and comprehensive financial planning. Our advisors act as fiduciaries meaning we are legally and ethically bound to act in our client’s best interest. Our clients become part of the WealthWise Family and, as such, we strive to support our clients through living out our values of integrity, competency, and care.
Our Values
WealthWise Financial Services delivers personalized strategies that embody these values:
Integrity
Competence
Care
Our Commitment
We help our clients pursue their passions by striving to take the worry, fear and concern out of wealth management and financial planning.
Philosophy
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.
Clients
Our Clients
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. If you would like to review your current financial situation, send us an email at info@wealthwisefinancial.com or give us a call at 949.748.1177.
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Meet Our Team
Loreen Gilbert CIMA®, AIF®, CRC®
Founder & CEO
Loreen Gilbert is an experienced wealth manager who has spent more than 25 years creating comprehensive wealth strategies for her clients. Upon graduating from the University of Texas at Austin with a degree in Business Administration… READ MORE >
John Milligan, CFA, MBA
Director of Investment Strategy
John joined the WealthWise Financial Services team several years of experience in securities research and investment advisory services. His most recent experience was as an investment consultant for Scottrade in their Campbell, CA… READ MORE >
Carissa Adams, AIF®
Paraplanner/Marketing Associate
Carissa Adams graduated from the Canfield Business Honors Program at The University of Texas at Austin in 2020 with a degree in marketing. She joined WealthWise Financial Services following her graduation and is committed to a career in the financial services industry. READ MORE>
Kristen Buckhanan
Executive Assistant
Kristen is the newest team member at WealthWise Financial Services….. READ MORE >
Chobe Gilbert
Greeter
Chobe is a chocolate Havanese and was born in Dallas, TX in 2013. Since that time, she has been a dedicated greeter in the WealthWise office. She is an important part of our client meetings and makes our clients feel at home. In her… READ MORE >