Wisehaupt Bray is a trusted partner to women in every stage of life. Whether you are building your career, caring for aging relatives, or saving for retirement, our experienced advisors will work with you to create a personalized plan that will help give you a sense of confidence and control over your financial future. We provide clear, actionable advice to help you understand the investment opportunities available to you, so you can build a robust portfolio that supports your financial goals and aligns with your core values.
Our belief in putting others first is at the heart of all we do. We offer a keen ability to listen, communicate and support you during times of challenge and change. Through consultation and conversation, we cultivate a deep understanding of your current situation, needs and objectives. Our team is here to help you tackle complex financial issues to help create an optimal strategy for you and your family.
If you are suddenly single, through divorce or widowhood, we will restructure your financial plan and help you make informed decisions to secure your financial stability. With our help, you can navigate these changes with confidence and clarity.
INCOME PLANNING AND PROJECTION
PORTFOLIO MANAGEMENT
LONG-TERM FINANCIAL PLANNING
TAX AND INSURANCE PLANNING
SAVING FOR CHILDREN'S EDUCATION
PERSONALIZED INVESTMENT STRATEGIES
DIVORCE PLANNING
NAVIGATING CAREGIVING COSTS
RETIREMENT PLANNING
IMPACT INVESTING
CHARITABLE GIVING
ESTATE AND LEGACY PLANNING