CALIFORNIA CONSUMER

At Wisdom Wealth Management, a comprehensive financial planning firm based in Miami Beach, we specialize in retirement planning, estate planning, insurance strategies and strategic philanthropy. We simplify the complex and serve as your advocate, advisor and sounding board. Our goal is simple - to support you in achieving your most valued goals and desires... Headquartered in Miami Beach, Florida, we serve clients in Miami Beach, Sunset Harbor, the Venetian Islands, Miami, Surfside, Aventura, Coral Gables, Miami Lakes, Lauderhill and Hollywood. We also have many clients in New York and New Jersey, including Manhattan, Brooklyn, Flatbush, Borough Park, Lakewood, Passaic-Clifton and Monsey... We consider financial planning a sacred trust. We listen carefully and focus on clarity and simplicity. We use a holistic, intuitive approach and provide education, guidance, advocacy and implementation. Our clients include business owners, CEOs, professors, accountants, lawyers, doctors and top..

Primary location: Boca Raton United States