We use cookies to personalise content and ads, to provide social media features and to analyse our traffic. Read more…
Wisdom Financial

Wisdom Financial

14140 Midway Suite 150, Dallas (TX), 75244, United States

Get Directions

(214) 676-0933

Categories
Now CLOSED
Work hours
MO 08:00 – 21:00 SA 08:00 – 21:00
TU 08:00 – 21:00 SU closed
WE 08:00 – 21:00
TH 08:00 – 21:00
FR 08:00 – 21:00
About Mitchell Kuhn is the founder of Wisdom Financial. We are a full-service financial planning firm dedicated to helping you make wise financial decisions.
Wisdom Financial cover
Description We specialize in a low risk, low volatility money management system. This is a refreshing approach compared to the standard “buy and hold” strategy utilized today.

We have assembled a team of financial professionals to help reduce risk and volatility in your portfolio.

Wisdom Financial is responsible for developing your overall financial plan. We will discuss retirement income planning to determine how much income you need and how much you can expect to generate from your investments and other sources like a pension or social security. We will conduct a risk assessment to determine how much risk you want and then design a portfolio of private wealth managers accordingly. We will also help you with healthcare planning, and many other important financial planning needs.

We work with Horter Investment management to bring private wealth managers to our clients. Horter was established in 1991 and has over 1 billion dollars under management. Horter searches for private wealth managers that meet their strict criteria. Our private wealth managers are then combined to help achieve optimal performance and help reduce risk and volatility.

We utilize custodians like Trust Company of America and TD Ameritrade to hold your assets. This provides an added layer of protection for you.
  • 14140 Midway Suite 150, Dallas (TX), 75244, United States
  • Get Directions

Similar places nearby