"Do your parents need to relocate due to health challenges? Who will facilitate their move to a new home or retirement community?"
"Do you have less time for your parents because you are juggling your own life? We provide customized comprehensive solutions from the constant pressure of daily challenges?”
"We provide financial solutions to planned or unplanned challenges.”
Custom financial and administrative management to support a family Trustee with locating, and preserving their ailing parents assets, and to prevent elder financial abuse. We provide guidance when declining mental health makes financial decisions confusing, and offer oversight management support for busy executives when they are named as Successor Trustee of their parent's Living Trust due to their parents diagnosis of Dementia and Alzheimer's. We assist in reducing the workload of busy executives so they no longer have to juggle their work schedule, to manage the daily life of an ailing family member.
Financial Wisdom
When sorrow clouds your life contact Wise Management & Financial Services. We work with clients, their Trustees and closest advisors, by providing solutions to life's challenges. We provide a concierge service for the financial details in your life. We assist you in streamlining your Life Style and strategize possible options to efficiently budget, build and maintain reserves for your future to pass on a legacy to your loved ones. Our concierge services specialize in family legacy and wealth preservation.
The fabric of every life, no matter how small and insignificant or grand and noble has a legacy to pass on. The Secret Tree of Wisdom is the symbol of Wise Management and Financial Services. This Wisdom that travels down the family tree, from generation to generation, burns within all of us. The way we manage our life is testament to the strength of the human spirit to prevail against adversity, to survive and to potentially thrive. We all have hope that we can work patiently toward achieving some of our dreams through careful Life Style Management.
