LIFEWISE WEALTH

We are a legacy firm built by veteran and next-generation advisors, deeply engaged staff and client referrals. We understand the challenges families face today... We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction... A financial plan serves as our blueprint for pursuing your goals. The better we know you and what you want to accomplish, the more we can help address your financial needs and goals both now and for the future.

Primary location: Champaign United States