WealthWise Financial Services

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WealthWise Financial Services Our purpose at WealthWise Financial Services is to Redefine Wealth Management. We work with families and businesses to integrate their values and their money.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services is your trusted partner. Our goal is to formulate a plan so that both their money and their values outlive them. We are redefining wealth management by providing customized strategies and guidance delivered with competence, integrity and care. Our wealth management process and fully-integrated strategies are the core of the financial planning process for many of our clients. We specialize in retirement and estate planning as well as asset management for individuals and business owners to assist them in working toward their goals.As our client, you can pursue your passions with confidence, knowing that our comprehensive strategies seek to take the stress out of wealth management. “In today’s fluctuating global markets, it is critical to have a trusted advisor working in your best interests” says Loreen Gilbert, President of WealthWise Financial Services. We encourage you to explore this site and learn more about the services we provide. You can also email us at [email protected] or call us at 800.961.8160.The financial consultants of WealthWise Financial Services are registered representatives with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org

Your Medicare decisions matter, but they are only one piece of the puzzle. As Open Enrollment begins, take a step back a...
10/15/2026

Your Medicare decisions matter, but they are only one piece of the puzzle.

As Open Enrollment begins, take a step back and consider how healthcare planning fits into your larger vision for retirement. The right strategy can help you better manage costs, protect your assets, and maintain the lifestyle you've worked hard to build.

Connect with us to explore how Medicare and financial planning work together: https://wealthwisefinancial.com/contact/

Even leaders experience financial pressure. A clear, proactive plan reduces uncertainty, supports confident decision‑mak...
10/07/2026

Even leaders experience financial pressure. A clear, proactive plan reduces uncertainty, supports confident decision‑making, and gives you space to focus on what matters most personally and professionally.

Learn more: https://wealthwisefinancial.com/executives/

Not every tax-saving opportunity happens at tax time. Strategic decisions made today can potentially create more flexibi...
10/06/2026

Not every tax-saving opportunity happens at tax time. Strategic decisions made today can potentially create more flexibility and tax efficiency in retirement. Learn about one approach investors often consider as part of a long-term financial plan and the factors to evaluate before taking action.

Read the article: https://wealthwisefinancial.com/media-events/wealthwise-market-commentary/

Financial planning is about more than numbers. It's about aligning your wealth with your values and building a future th...
10/01/2026

Financial planning is about more than numbers. It's about aligning your wealth with your values and building a future that supports your goals, family, and legacy. This Financial Planning Month, let WealthWise Financial help you turn your vision into a plan.

Learn more about us: https://wealthwisefinancial.com/

Marriage, divorce, becoming a widow, career pivots, these shifts carry financial ripple effects. Proactive planning duri...
09/24/2026

Marriage, divorce, becoming a widow, career pivots, these shifts carry financial ripple effects. Proactive planning during stable seasons gives you more protection during turbulent ones. Your financial strategy should evolve as your life does.

Learn more: https://wealthwisefinancial.com/women-investors/

Address

9070 Irvine Center Drive Suite 230
Irvine, CA
92618

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19497481177

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