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6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054

TEL.602.494.4100

FAX.602.494.1444

Live The Life You Want The Cycle of Investing Making Your Tax Bracket Work

The Wisdom Wealth Team

Wisdom Wealth Investment Advisors, LLC is an independently owned investment advisory and financial consulting firm whose principals have more than fifty years of combined experience providing dedicated personalized service to our clients. Independence allows us to offer you an unbiased objective approach to serving your investment needs.

We specialize in creating an approach that is designed to address your individual situation.


Meet the Team

Riskalyze

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.

  • Capture your risk number
  • Align your portfolio
  • Meet your retirement goals

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Helpful Content

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

 

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

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How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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