The WizdomOne Group evolved from a bold idea in 2008 with the founding of our employee benefits practice. Success soon followed, not because we touted a novel idea; but rather we believed in the fundamentals of a timeless concept. Your advisor should work for you, not the carrier. Today, the WizdomOne Group includes: WizdomFinancial Advisors LLC – a private wealth management firm WizdomTree Benefit Solutions Inc. - an all-inclusive and innovative employee benefits firm WizdomTower Risk LLC - a full-service insurance agency focusing on personal property & casualty insurance needs WizdomCare Senior Solutions - a full-service Medicare plans agency At the WizdomOne Group we could also place emphasis on our years of experience and try to impress you with our affluent client base. Of course we could…but what would that have to do with what is truly important to you? It really would not be wize. Our innate philosophy is a focus on you - the client. We focus on providing a highly responsive level of service, organic advice and fresh smart ideas. Additionally, while staying current and attentive, we are committed to advocacy and education of our clients. By partnering with talented individuals, the WizdomOne Group empowers our team of professionals to succeed as trusted advisors for you, our client. Backed by the full resources and strength of our family of companies, our knowledgeable advisors are equipped to provide the full spectrum of services our companies have to offer. Whatever your particular needs may be, your WizdomOne Group Advisor is at the helm of your entire relationship and is accountable to the President of our organizations for your complete satisfaction. This assures you remain in constant contact with your advisor. A real person whose name you know and whose expertise you value and trust “Plan Smart. Live Wize”