Wise Counsel

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

1629 Rivery Blvd Ste 102, Georgetown, Te...

Phone Number

(512) 869-3003

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wise Counsel

Wise Counsel Wealth is a financial advisory firm based in Georgetown, TX, specializing in wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning services. The firm aims to assist clients from various backgrounds in achieving their vision of true wealth, which encompasses more than just financial assets. Their services are designed for individuals at different life stages, including young professionals, those preparing for retirement, and retirees looking to protect their legacy. Wise Counsel Wealth positions itself as a coach and advocate, providing personalized support to help clients navigate their financial journeys.Explore more
Wise Counsel's Social MediaPopular SearchesWise CounselWise Counsel Wealth ManagementCounsel Wealth ManagementWise Dollar CounselSIC Code 62,628NAICS Code 52,523Show more

Wise Counsel Org Chart

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wise Counsel

<$5M
1-10
Private
-
1992
$6.4M
11-50
Private
-
1999
SR
Scott RobertsDirector, Life Insurance & Estate Planning
$5.5M
1-10
Private
-
2007
JB
Jeffrey BurandtPresident & Founding Principal
<$5M
1-10
Private
-
1980
CB
Chelle BriggsDirector, Marketing
<$5M
11-50
Private
-
1989
BR
Barbara RobertsExecutive Assistant
<$5M
1-10
Private
-
2007
DS
Dewald SaaymanManaging Director
<$5M
1-10
Private
-
-
AJ
Anne JarvisClient Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wise Counsel is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wise Counsel is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wise Counsel.

Wise Counsel Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Wise Counsel

What is Wise Counsel's official website?
Wise Counsel's official website is www.wisecounselwealth.com
What is Wise Counsel's Revenue?
Wise Counsel's revenue is <$5 Million
What is Wise Counsel's SIC code?
Wise Counsel's SIC: 62,628
What is Wise Counsel's NAICS code?
Wise Counsel's NAICS: 52,523
How many employees does Wise Counsel have?
Wise Counsel has 1-10 employees
What industry does Wise Counsel belong to?
Wise Counsel is in the industry of: Finance, Securities Trading
What is Wise Counsel competition?
Wise Counsel top competitors include: Nichols Wealth Partners, Graves, Retirement Extender, Harbor Wealth Management
What technology does Wise Counsel use?
Some of the popular technologies that Wise Counsel uses are: WooCommerce, WordPress.org, Cloudflare Website Optimization, Google Cloud Web Serving
How do I contact Wise Counsel?
Wise Counsel contact info: Phone number: (512) 869-3003 Website: www.wisecounselwealth.com
What does Wise Counsel do?

Wise Counsel Wealth is a financial advisory firm based in Georgetown, TX, specializing in wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning services. The firm aims to assist clients from various backgrounds in achieving their vision of true wealth, which encompasses more than just f... inancial assets. Their services are designed for individuals at different life stages, including young professionals, those preparing for retirement, and retirees looking to protect their legacy. Wise Counsel Wealth positions itself as a coach and advocate, providing personalized support to help clients navigate their financial journeys.Read More

What are Wise Counsel social media links?
Wise Counsel Linkedin page Wise Counsel Twitter page Wise Counsel Facebook page
Is Wise Counsel a public company?
Wise Counsel is private company therefore does not currently have an official ticker symbol
See more information about Wise Counsel

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