Together we have over 45 years of experience in the financial services industry.
Bill is the Founder of Wisdom Investments. He was a CPA-PFS and has over 30 years of broadly diversified knowledge and experience relative to finance, investments and taxation. He is a member of numerous organizations, including:
Bill has also taught Finance, Accounting, and Investment courses at William Rainey Harper College and the Northern Illinois University MBA program.
Bill considers himself to be his client’s Personal Chief Financial Officer and Life Advisor. He serves his clients with a belief that wealth management is an ongoing process in which he helps coach them to reach their own personal financial objectives, including: financial independence, estate preservation, and a legacy of wealth, significance and values.
Jose is the President of Wisdom Investments. Jose is a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED KINGDOM ADVISOR™ and has 22 years of broadly diversified knowledge and experience in the financial services industry. Jose is affiliated with numerous organizations, including:
Jose’s primary focus is to provide clients with comprehensive financial planning services, which will allow the client to progress with their goals and adhere to their values.
Jose considers himself to be a financial coach. All great athletes and performers have coaches in their lives to help them improve. Jose believes his primary responsibility is to help clients understand their alternative options and coach them through the decision making process, so that the client is able to make the best decision for her financial situation.
Jose’s free time primarily revolves around family activities. He enjoys golfing and admits that he has a long way to go before he is good at the game.
Scott is a Financial Advisor at Wisdom Investments. Scott comes to Wisdom with a couple of decades of pastoral & financial counseling experience. Scott helped launch and lead Watershed Church in Elgin before pursuing his career as a financial advisor. Today he spends most of his time building his financial practice or spending time with his family. Scott is currently studying for his Certified Financial Planner™ designation through Boston University. Scott has a heart to serve all clients, but in particular feels called to help support pastors and the people pastors have been entrusted to guide.
Serving the Chicagoland area since 1999, we have a reputation built on helping successful individuals achieve their financial planning and Investment goals. Wisdom Investments is an Illinois Registered Investment Advisor. We are fiduciaries who are legally and ethically responsible for putting your interests ahead of all others. Wisdom Investments is a privately owned, independent financial planning company. We are not a broker. We are not compensated by third party companies to provide Investment advice. In addition to providing Comprehensive Financial Planning advice, we provide a full range of services including, but not limited to, Retirement Planning, Investment Planning, College Planning, Estate Planning, Insurance Planning, and Tax Planning.
Helping you adhere to your values is our highest priority. Once your values are understood, we are able to develop plans and strategies to help you achieve your financial goals. We will never design plans or strategies that do not align with your values. Determining your financial goals and prioritization of those goals allows us to help you design a roadmap which will allow you to navigate the many decisions and alternatives necessary to achieve those goals. You will always have a dedicated point of contact at Wisdom Investments who knows you by name and provides advice based on your unique financial picture. No two clients are alike and not every client will need the same service that Wisdom Investments provides.
For your additional comfort and security, your accounts are always held at well-known, secure institutions specializing in asset custody, and your portfolio is accessible to you at any time.
Together we have over 45 years of experience in the financial services industry.
Independent: Able to make recommendations using a broad array of companies.
Fee Only – Wisdom Investments doesn’t receive commissions for making recommendations.
Fiduciaries-Above all else, we must put your interests first.
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We determine what’s most important to you, so that you can make educated decisions about your financial options.
We are Fiduciary financial planners. We provide advice for a fee, so that you can receive the most objective advice possible.
While many of our clients are wealthy, not everyone needs to be a millionaire to work with a financial planner. Contact us today for your complimentary review.
We promise to fully disclose all fees and costs associated with your financial planning experience. We hold ourselves to the public as Fiduciaries and commit to providing advice with your best interests in mind.
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2000 Center Dr., Suite East D219, Hoffman Estates, IL 60192
Phone: (224) 735-7185 Fax: (844) 274-2908 Email: info@wisdominvestments.com
This site has been published for residents of IL. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Wisdom Investments, Inc. is a Registered Investment Advisor. Investment Advisor Representatives of Wisdom Investments, Inc. may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Advisor Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment.Advisor Representative registration requirements, or an applicable exemption or exclusion.
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