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Wise Financial Counsel
WISE FINANCIAL COUNSEL, LLC is a state-registered investment adviser in FORT WASHINGTON, MD. It has 1 employee and 1 investment adviser. The firm is based in...
Overview
WISE FINANCIAL COUNSEL, LLC is a state-registered investment adviser in FORT WASHINGTON, MD. It has 1 employee and 1 investment adviser. The firm is based in FORT WASHINGTON, MD.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
Fort Washington
Corporate office
New York, NY, United States
Principals
Joshua A. Katz
Founder & CEO
Sector focus
Frequently asked questions
How does Wise Financial Counsel source deal flow for its clients?
The firm's investment approach is predominantly passive and low-cost: using ETFs, separately managed accounts, and direct holdings. It does not source proprietary deals or SPVs for clients, instead focusing on asset allocation and manager selection through established third-party platforms (per the firm's public descriptions).
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