Business Details
Your Trusted Partner for Financial Planning and Wealth Management Solutions
WealthWise Financial Services redefines wealth management by prioritizing client values and future visions. Our fiduciary advisors help business owners, executives, and women investors articulate financial goals, navigate market risks, and create lasting legacies. With over 25 years of combined experience, we employ tactical investment strategies, core-satellite portfolios, and alternative investments to address tax efficiency, estate planning, and retirement needs.Our values-driven approach emphasizes integrity, competence, and personalized care, supported by tools like risk tolerance assessments and vision boards. We serve clients with $1M+ investable assets through offices in Irvine, Dallas, and Houston, maintaining FINRA/SIPC compliance and industry certifications.
Services
Financial Planning
Wealth Management
Retirement Planning
Estate Planning
Investment Management
Corporate Retirement Plans
Highlights and features
- We act as fiduciaries, legally bound to prioritize client interests
- Our advisors hold elite certifications including CIMA, AIF, and CRC
- We specialize in complex planning for business owners and executives
- Proven tactical investment philosophy with core-satellite portfolio strategies
- Recognized by Forbes and Stevie Awards for industry excellence
Associations and certifications
- FINRA
- SIPC
- CIMA (Certified Investment Management Analyst)
- AIF (Accredited Investment Fiduciary)
- CRC (Certified Retirement Counselor)
What people say
Personalized strategies
Expert guidance
Fiduciary responsibility
Comprehensive planning
Client-focused approach
Services
Financial Planning
Our financial planning service creates customized roadmaps for long-term wealth management. We analyze cash flow, tax strategies, and investment alignment to develop comprehensive plans addressing retirement, education funding, and legacy goals. Using vision boards and risk assessment tools, we ensure strategies match individual client values and life stages while maintaining regulatory compliance.
Wealth Management
Wealth management combines investment portfolio construction with tax-efficient planning. Our core-satellite approach integrates traditional assets with alternative investments like REITs and structured notes. This tactical methodology balances growth potential with downside protection while adapting to changing market conditions and client-specific objectives across multiple economic cycles.
Retirement Planning
Specialized retirement planning addresses pension optimization, 401(k) rollovers, and distribution strategies. We develop tax-efficient withdrawal plans while considering Social Security maximization and required minimum distributions. Our process includes scenario modeling for healthcare costs and longevity risks to ensure sustainable income throughout retirement years.
Estate Planning
Estate planning services coordinate legal documents with wealth transfer objectives. We implement trusts, charitable giving strategies, and life insurance solutions to minimize estate taxes. Our approach ensures smooth asset transition while aligning with client values through coordinated legal and financial frameworks.
Investment Management
Investment management utilizes active portfolio construction with unconstrained sector weightings. We combine core fee-based portfolios with alternative investments to create diversified allocations. Regular rebalancing and performance monitoring ensure alignment with client risk profiles while maintaining compliance with FINRA and SEC regulations.
People
Loreen Gilbert
Founder & CEO
With 25+ years of experience, Loreen Gilbert established WealthWise Financial Services to redefine wealth management through values-based planning. A CIMA and CRC-certified advisor, she specializes in creating legacy strategies for business owners and executives while maintaining fiduciary standards.
John Milligan
Director of Investment Strategy
John Milligan, CFA and MBA holder, leads investment strategy with expertise in securities research and portfolio management. His experience includes roles at Scottrade and LPL Financial, where he developed tactical investment approaches for high-net-worth clients.
Chris Dinterman
Retirement Plan Consultant
Chris Dinterman brings 30+ years of retirement planning expertise, specializing in corporate retirement solutions. As an LPL-registered advisor, he develops customized 401(k) plans and exit strategies for business owners while maintaining fiduciary compliance.
Diana Farrar
Executive Assistant
Diana Farrar provides executive support with 20+ years of experience in financial services. She manages operational workflows and client communications, ensuring seamless delivery of WealthWise's advisory services while maintaining strict confidentiality standards.
Questions
What types of clients do you specialize in?
We specialize in serving business owners, key executives, and women investors with $1M+ investable assets, providing tailored financial strategies for complex wealth management needs.
Are you legally required to act in my best interest?
Yes, our advisors operate as fiduciaries, legally obligated to prioritize client interests in all financial recommendations and investment decisions.
What investment approach do you use?
We employ a tactical core-satellite portfolio strategy combining traditional assets with alternative investments to balance growth potential and risk management.
How are your services compensated?
We use transparent fee-based structures aligned with FINRA/SIPC regulations, with no hidden commissions or undisclosed financial incentives.
Do you offer corporate retirement plan services?
Yes, we provide customized corporate retirement solutions including 401(k) plans, defined benefit plans, and executive compensation strategies for business clients.
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