What are the opening hours?

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

Wealthyandwisefamilyoffice

Home
United States
Columbia, MD
Wealthyandwisefamilyoffice

Call Website Contact the business

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

11/03/2026

Throwing it back to our Client Appreciation Night!

Thank you to all of our incredible clients who joined us for a memorable evening ✨

11/01/2026

Turn your old investment accounts into extra cash! 💰

Transfer your 401k, IRA, or brokerage account today and earn up to $350 in gift cards.

Limited time offer through January 31, 2027!

10/30/2026

Are you prepared for retirement?

Join our Free Webinar: Retirement Savings & Investing to master 401(k) strategies, investment options, and social security basics!

We will cover the importance of saving and investing for retirement, explore different retirement accounts and their benefits, explain the 401(k) and investment options, and discuss strategies for maximizing retirement savings, including considerations for old 401(k)s, Social Security.

🗓 When: November 4, 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/free-webinar-retirement-savings-investing-tickets-2003894396082

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

10/27/2026

Hope to see you there! ☕

Join us for a complimentary cup of coffee and a friendly chat about your financial goals!

Our Wealthy & Wise advisors will be at Barnes & Noble at Long Gate Shopping Center to answer your questions and share insights on smart investing, retirement planning, and building long-term wealth.

No pressure, 'just coffee, conversation, and clarity'.
Stop by and ask us anything, and enjoy a coffee on us!

Date: October 30, 2026
Location: Long Gate Shopping Center, 4300 Montgomery Rd, Ellicott City, MD 21043

RSVP:
📧 [email protected]
📞 +1 (410) 469-9532

Pop-ins welcome!

10/19/2026

Wise words for long-term investors. Smart investing isn't about timing the market, but value and patience. 📈

📞 Contact: +1 (410) 469-9532

🌐 Website: www.wealthyandwisefamilyoffice.com

10/16/2026

Join us for our upcoming seminar: What is ETF? 📈

Learn key investment insights with Endrit Lloshi, CFP®.

🗓 Date: October 22, 2026

📍 Location: 10320 Little Patuxent Pkwy #930, Columbia, MD 21044

🌐 Info & Registration: www.wealthyandwisefamilyoffice.com

Save the date and see you there! 🙌

10/14/2026

Ready to unlock the secrets of maximizing your old 401k?

Join our Free Webinar: What to Do with That Old 401k and learn how to make the smartest financial moves for your retirement savings!

We will break down your options (rollover, leave as is, or cash out), explain how to avoid unnecessary taxes and fees, compare IRAs vs. 401(k)s, and share actionable strategies to maximize your hard-earned money.

🗓 When: October 21, 2026 | 2 PM - 3 PM EDT
📍 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-what-to-do-with-that-old-401k-tickets-2002576528304

Don’t miss this chance to learn directly from our CFP at Wealthy & Wise Family Office! See you there! 🙌

10/09/2026

As economist Paul Samuelson famously observed, true investing isn't meant to be thrilling—it's built on patience, discipline, and long-term consistency. A well-designed family wealth plan takes the guesswork out of your financial future so you can focus on what truly matters.

📲 Call us at +1 (410) 469-9532 or visit www.wealthyandwisefamilyoffice.com to build a sustainable, long-term wealth strategy today.

10/07/2026

Highlights from our booth at the US Census Wellness Fair. Great conversations and wonderful connections! ☺️

10/05/2026

Great energy at the YogaSix event in Columbia! 🧘‍♀️📈

A healthy lifestyle goes hand in hand with a healthy financial future.
Thank you to everyone who stopped by our Wealthy & Wise booth to chat!

Address

Columbia, MD

Opening Hours

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

Telephone

+14104699532

Website

https://linktr.ee/wealthyandwisefamilyoffice, http://www.ipmadvisory.com/, http://www.wealthyandwisefamilyoffice.com/, h

Alerts

Be the first to know and let us send you an email when Wealthyandwisefamilyoffice posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.