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About Us

About Us

Bill Kmiecik

Bill is the President and Founder of Wisdom Investments. He is 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:

  • Willow Creek Community Church
  • The American Institute of Certified Public Accountants
  • The Illinois CPA Society
  • The Arlington Heights Historical Society
  • The Arlington Heights Chamber of Commerce (member of Financial Review Committee)
  • Rotary Club of Arlington Heights (Past President)
  • Rotary International Assistant District Governor

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 Cuevas

Jose is the Director of Financial Planning for Wisdom Investments. Jose  has over 15 years of broadly diversified knowledge and experience in the  financial services industry. Jose is affiliated with numerous organizations,  including:

  • SmartVestor Pro

    I’ve been selected as a SmartVestor Pro because I’m committed to helping you achieve your long-term investment goals.
  • Willow Creek Community Church
  • Lions Club International (Board Member of Local Club)
  • Little League Baseball (Coach)
  • The Chicagoland Youth Football League (Coach)
  • Wisdom Investments, Inc.
    Proud Member of


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.

About Wisdom Investments

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.

What you should expect from Wisdom Investments

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.

  • Stocks
  • Bonds
  • Cash
  • Real Estate
  • Commodities

Together we have over 45 years of experience in the financial services industry.


Years Experience


Projects so far


Happy customers

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.


Case Completed




Awards won

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Financial Planning
Investment Management
Tax Planning

How we Work For You

We determine what’s most important to you, so that you can make educated decisions about your financial options.

Who We Are

We are Fiduciary financial planners. We provide advice for a fee, so that you can receive the most objective advice possible.

How to Work With Us

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.

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