# Wise Financial Counsel

Wise Financial Counsel is a Multi Family Office based in Fort Washington, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Fort Washington, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** wisefinancialcounsel.com
- **LinkedIn:** https://www.linkedin.com/company/wise-financial-counsel

## Regulatory record

- **CRD number:** 313630
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313630

## About

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.

## Sectors

- Private Wealth Management
- Financial Planning
- Tax Strategy

## People

- Joshua A. Katz — Founder & CEO

## 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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- [CIO Wealth Management](https://altss.com/profile/cio-wealth-management-inc)
- [Grassland Capital](https://altss.com/profile/grassland-capital-llc)

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Last updated: 2026-07-06T01:24:28.999Z

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