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 begin by understanding what our clients value about money and what they envision for their future, whether they’re based in California, Texas, or beyond. Serving individuals and families across Irvine, Newport Beach, Laguna Beach, Dallas, and Houston, we go beyond helping clients reach financial goals by uncovering gaps in their financial plans and current investment lineups. We prioritize education throughout our process because we understand that everyone has different levels of comfort and financial knowledge. We serve clients at every stage of life, which is why we provide a high level of personalization through 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 clients’ best interests. Our clients become part of the WealthWise family, and we strive to support them through our shared 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 firm focuses on providing personalized wealth management to affluent individuals and families, with particular expertise in serving clients with $10 million or more in investable assets. We maintain a $1 million minimum relationship size to ensure a high level of personalized service to all of our clients.
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.
Schedule a Complimentary Meeting
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 >
Kevin Hull
Financial Advisor
Kevin is a Financial Advisor who joined WealthWise in 2026 with a decade of wealth management experience. He helps clients build financial plans and work toward their goals, drawing on his background in private wealth management and retirement planning. READ MORE >
Bijou Gilbert
Greeter
Bijou is a Chocolate Havanese and was born in Kerrville, TX in 2025. 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.