Wise Wealth, LLC is an investment adviser registered with the Securities and Exchange Commission. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
THE CHARLES SCHWAB CORPORATION IS THE FIRM THAT WE USE TO CUSTODY OUR CLIENT ASSETS. CHARLES SCHWAB AND CLEAR MONEY PATH ARE SEPARATE AND UNAFFILIATED FIRMS, AND ARE NOT RESPONSIBLE FOR EACH OTHER’S SERVICES OR POLICIES. CHARLES SCHWAB DOES NOT ENDORSE OR RECOMMEND ANY ADVISOR AND THE USE OF THE CHARLES SCHWAB LOGO DOES NOT REPRESENT THE ENDORSEMENT OR RECOMMENDATION OF ANY ADVISOR. BROKERAGE SERVICES PROVIDED BY THE CHARLES SCHWAB CORPORATION. CHARLES SCHWAB IS A TRADEMARK OWNED BY CHARLES SCHWAB & CO. INC. USED WITH PERMISSION.