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.

Wealthy & Wise is offering free 1:1 consultations for individuals and families looking to successfully plan and secure t...
09/09/2026

Wealthy & Wise is offering free 1:1 consultations for individuals and families looking to successfully plan and secure their retirement.

📅 Consultation Period: 9/14–9/18
⏰ Time: 10:00 AM – 3:00 PM
📍 Location: 10320 Little Patuxent Pkwy #930, Columbia, MD 21044
📞 Phone: 410-469-9532 ext. 102

[Consultation Topics]

01. Calculate income, savings, pension, and Social Security amounts based on your desired retirement age
02. Longevity risk analysis: “How long will my money last?”
03. Tax optimization strategies: Roth IRA conversion planning, RMD withdrawals Plan
04. A personalized 90-day action plan with three key steps

Free & First-come first-serve. Appointments are available by reservation only. Contact us to schedule your consultation with Endrit Lloshi, CFP®!

Honoring the dedication, integrity, and hard work that drive our clients and community forward.At Wealthy & Wise, we are...
09/07/2026

Honoring the dedication, integrity, and hard work that drive our clients and community forward.

At Wealthy & Wise, we are grateful for the trust you place in us to safeguard and grow your legacy. Wishing you and your family a peaceful and refreshing Labor Day! ✨

Don't Miss Our Free Webinar: Investing 101!Ready to dip your toes into the world of investing? Join us online for an eas...
09/04/2026

Don't Miss Our Free Webinar: Investing 101!

Ready to dip your toes into the world of investing? Join us online for an easygoing, beginner-friendly session where we will cover the what, how, and why of investing with plenty of opportunity to ask our financial advisor specific questions afterward.

Whether you're curious or committed, this webinar is the perfect place to learn. Let's make investing simple together!

🗓 When: September 9, 2026 | 2 PM - 3 PM
📍 Where: Online via Zoom

👉 Register for FREE: Scan the QR code in the image or click the link below to register!
🔗 https://www.eventbrite.com/e/free-webinar-investing-101-tickets-1998428674963?aff=oddtdtcreator

Don’t miss out on this chance to learn from our CFP at Wealthy & Wise. See you there!✨

Why invest? Because your money should have the chance to grow with you. 📈Investing can help you build wealth over time, ...
09/02/2026

Why invest? Because your money should have the chance to grow with you. 📈

Investing can help you build wealth over time, keep up with inflation, and prepare for long-term goals like retirement.

The key is simple: start early and think long term!

A simple mindset shift can change the way you manage your money.Save first. Spend second. 💰
08/31/2026

A simple mindset shift can change the way you manage your money.

Save first. Spend second. 💰

📊 Do you know your net worth?It's a simple way to understand where you stand financially.Take what you own, subtract wha...
08/28/2026

📊 Do you know your net worth?

It's a simple way to understand where you stand financially.

Take what you own, subtract what you owe, and you'll have a clearer picture of your overall financial health.

Your credit score isn't based on just one thing.Payment history and the amount you owe make up 65% of your score, so the...
08/26/2026

Your credit score isn't based on just one thing.

Payment history and the amount you owe make up 65% of your score, so they're the biggest factors to pay attention to.

Pay on time, keep balances low, and let time work in your favor. 💳

Change can feel uncomfortable, but it often leads to growth. 📈Whether you're working toward paying off debt, building be...
08/24/2026

Change can feel uncomfortable, but it often leads to growth. 📈

Whether you're working toward paying off debt, building better financial habits, or planning for the future, small steps today can make a meaningful difference tomorrow.

Quick recap from our wonderful day with the Maryland Korean Women's Golf Association! 🏌️‍♀️✨We had a great time introduc...
08/21/2026

Quick recap from our wonderful day with the Maryland Korean Women's Golf Association! 🏌️‍♀️✨

We had a great time introducing Wealthy & Wise and meeting so many incredible members. Thank you for the warm welcome and the fantastic energy.

Need to chat more about your asset transfer or financial goals? Our doors are always open!

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

Join our Free Webinar [How to Manage Debt & Increase Your Net Worth] to learn how to manage debt effectively and get pra...
08/19/2026

Join our Free Webinar [How to Manage Debt & Increase Your Net Worth] to learn how to manage debt effectively and get practical budgeting tips to grow your net worth!

We will take a look at debt, discuss why we should manage debt, tips to build a budget, tips to save more each month, debt reduction strategies, and plan for your financial future.

🗓 When: August 26, 2026 | 1 PM - 2 PM
📍 Where: Online via Zoom

👉 Register for FREE: Scan the QR code in the image or click the link below to register!
🔗 https://www.eventbrite.com/e/1995682495065?aff=oddtdtcreator

Don’t miss out on this chance to learn from our CFP at Wealthy & Wise Family Office. See you there!✨

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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