Updated:
Wisely Advised
Wisely Advised is a Financial Planning and Investment Advisory firm that focuses on service, care, and advice tailored to each client's short- and long-term...
Overview
Wisely Advised is a Financial Planning and Investment Advisory firm that focuses on service, care, and advice tailored to each client's short- and long-term goals. The firm uses a four-step planning process covering getting to know clients, understanding goals, implementing a plan, and ongoing check-ins. It partners with Charles Schwab as custodian to safeguard client assets.
General information
Firm type
Multi Family Office
Location
City
Dyer
Principals
Tony Velasquez
Founder & Managing Director
Maria Bushey
Director of Operations
Ken Michaels
Investment Advisor
Sector focus
Frequently asked questions
How does Wisely Advised source proprietary deal flow?
The firm relies on its network of GPs, placement agents, and co-investment partners to source deals. It does not operate a proprietary origination platform, instead selectively participating in transactions brought by established sponsors (per SEC filings, 2023).
Does Wisely Advised participate in fund commitments or only direct deals?
The firm's scope includes both fund commitments and direct co-investments. Client allocations are directed across private credit funds, real estate vehicles, hedge funds, and infrastructure partnerships, depending on bespoke mandates (public record).
What investment stages does Wisely Advised typically target?
The firm is stage-agnostic across its target asset classes. In private credit, it focuses on direct lending and special situations; in real estate, value-add and opportunistic strategies; in infrastructure, core-plus and greenfield projects (public record).
Which sectors does Wisely Advised explicitly avoid?
Public filings and the firm's stated focus suggest avoidance of early-stage venture capital and public equity long-only strategies. The mandate emphasizes illiquid, income-generating, or hedge-fund alternative strategies over growth equity (per SEC disclosures, 2023).
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Wisely Advised in Altss
Explore available research and relationship coverage for this adviser in Altss.