Moneywise, INC.

Moneywise, Inc. provides investment advice and financial planning services tailored to individual client needs. They create and manage investment portfolios based on a client's Investment Policy Statement, considering their objectives, risk tolerance, and financial situation. Moneywise also offers coordinated or limited financial planning services, addressing areas like cash flow, education, tax, investments, insurance, retirement, and estate planning. Implementation of financial plan recommendations is at the client's discretion.