Wealthyandwisefamilyoffice

Wealthyandwisefamilyoffice Providing wealth management that meets people where they are on their wealth path offering several program to fit clients unique needs and goals.

It’s hard to sift through all the noise, get-rich-quick schemes, and guys on TV yelling buy, sell, or hold whatever stock. We provide free, clear, and straightforward financial information that’s specific and unbiased. We’re not tied to big banks, and we’re real people with real offices in downtown Baltimore, not just a chat window or a voice on the phone. There’s no minimum to start, and we charg

e a simple 0.95% fee–no hidden charges, no commissions, no fine print. Start investing the smart way.

Thank you to everyone who joined us for the Asset Transfer Seminar at Church of Philippi. ✨We appreciate the opportunity...
06/10/2026

Thank you to everyone who joined us for the Asset Transfer Seminar at Church of Philippi. ✨

We appreciate the opportunity to connect with the community and share important insights on asset transfer and our services.

A special thank you to Church of Philippi for having us!

Join our free online webinar to master Investing 201 and avoid common money mistakes! 💰This is a continuation from our I...
06/08/2026

Join our free online webinar to master Investing 201 and avoid common money mistakes! 💰

This is a continuation from our Investing 101 webinar, where we will dig deeper into investing topics, including asset allocation, market hypothesis, core and satellite portfolios, alternative assets, taxes related to investing, and more!

🗓 When: June 10, 2026 | 1 PM - 2 PM
📍 Where: Online via Zoom
👉 Register for FREE: Scan the QR code in the image or click the link in our bio!
🔗 Register Here: https://www.eventbrite.com/e/1989098866254?aff=oddtdtcreator

Learn the best practices for staying on track and making your money work for you. See you there!

US-Korea Asset Transfer 1:1 ConsultationWealthy & Wise is offering complimentary consultations for individuals and famil...
06/04/2026

US-Korea Asset Transfer 1:1 Consultation

Wealthy & Wise is offering complimentary consultations for individuals and families looking to safely transfer, manage, or plan Korean assets from the U.S.

📅 Consultation Period: 6/4–6/12
⏰ 9 AM–5 PM
📍 10320 Little Patuxent Pkwy #930, Columbia, MD 21044
📞 410-469-9532 ext. 102

Appointments are available by reservation only. Contact us to schedule your consultation!

Financial planning is more than just investing.A financial plan is designed to help you understand your current financia...
06/03/2026

Financial planning is more than just investing.

A financial plan is designed to help you understand your current financial situation, define your goals, and create a roadmap for the future.

It can help you:
• Prepare for emergencies
• Manage debt
• Save for retirement
• Protect your family
• Align your finances with your goals

Financial planning is not only for wealthy individuals or people nearing retirement. The earlier you start, the more options you create for your future.

Schedule a free 1-on-1 meeting with Wealthy & Wise
🔗 https://calendly.com/investedadvisory/introcall

📍 10320 Little Patuxent Pkwy #930, Columbia, MD
📧 [email protected]
📞 +1 (410) 469-9532

06/02/2026

FREE 1:1 Meeting with our Korean Financial Planner

We can help:

✔ Korea–U.S. inheritance and asset transfer strategies
✔ Key considerations for reporting and transferring Korean assets
✔ Strategies for preparing for Korean & U.S. inheritance taxes
✔ Current Korean policies (real estate / assets of overseas residents)
✔ Recent changes in overseas remittance procedures
✔ Strategies for preparing for U.S. estate tax

Space is limited. One day only! June 12 from 9am to 5pm. Secure your spot by emailing [email protected] or call 410-496-9532 ex 102

Meetings to be held on our office: 10320 Little Patuxent Pkwy Ste 930 Columbia, MD 21044

It’s not about how much you make, it’s about how much you keep. A little reminder from David Bach to start the week righ...
06/01/2026

It’s not about how much you make, it’s about how much you keep.

A little reminder from David Bach to start the week right. Let’s build smart financial habits together. 🤝

📍 10320 Little Patuxent Pkwy #930, Columbia, MD
📧 [email protected]
📞 +1 (410) 469-9532

Money stress is at an all-time high for many of us right now. When anxiety takes over, it’s easy to make hasty, emotiona...
05/29/2026

Money stress is at an all-time high for many of us right now. When anxiety takes over, it’s easy to make hasty, emotional financial decisions that we might regret later.

Check out these quick tips to help you pause, reset, and regain control over your budget and peace of mind. ✨

Need a trusted partner to help navigate your financial goals?
📞 +1 (410) 469-9532
🗓️ Book your FREE 30-minute 1-on-1 meeting
https://calendly.com/investedadvisory/introcall

We're so excited to be a part of the 2026 AAPI Festival!Make sure to stop by our booth and say hi to the Wealthy & Wise ...
05/28/2026

We're so excited to be a part of the 2026 AAPI Festival!

Make sure to stop by our booth and say hi to the Wealthy & Wise team 👋

📍 Merriweather Park at Symphony Woods
🗓️ Saturday, May 30
🕛 12:00 PM - 4:00 PM

See you this Saturday!

If dining out is draining your wallet, try setting a hard limit on how many times you order food each week. Once you hit...
05/27/2026

If dining out is draining your wallet, try setting a hard limit on how many times you order food each week. Once you hit that number, it's time to cook at home! 🍽️

Looking for more personalized wealth and budgeting strategies? Schedule a meeting with our team!

📞 +1 (410) 469-9532
🗓️ Book your FREE 30-minute 1-on-1 meeting
https://calendly.com/investedadvisory/introcall

Address

Columbia, MD

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14104699532

Website

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