Wealth With Wisdom Advisors provides financial planning and refers clients to third-party money managers. Financial planning services include help with financial goals, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. Saul Cohen, the owner, also sells insurance products as an independent agent.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Wealth With Wisdom refers clients to Matson Money, Inc. to manage client accounts. Wealth With Wisdom receives the management fees collected by Matson Money. The annual fee ranges from 0.25% to 1.2% of the assets and is negotiable.
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