Interwise

Valued Wealth Advisors, operating as Interwise, provides investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth families, trusts, and businesses. Valued Wealth Advisors creates customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments, and may also use third-party money managers. In addition to investment management, the firm offers complementary financial planning and standalone financial planning covering retirement, estate, tax, charitable, and education goals. Valued Wealth Advisors acts with a legal obligation to put client interests first, offering both discretionary portfolio management and non-discretionary consulting.