Skip to main content
menu
 
  • Home
  • About
    • The Value of Independent Advisors
    • Customized Process
    • A Message from Our Founder
    • Bio
    • Blog
  • Services
    • Financial & Estate Planning
    • Wealth Management
    • Asset Protection
  • Resources
    • Client Access
      • Wealth Management System
      • Fidelity
      • Schwab
      • TD Ameritrade
    • Getting Started
      • Initial Questionnaire
      • Comprehensive Fact Finder
    • Financial Calculators
  • In The Media
  • Form CRS
  • Contact

Blog

Grandmother and granddaughter knitting together
Nicole Carlon | Apr 17, 2024

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
Read More
Focused young woman shopping online on her laptop
Nicole Carlon | Apr 3, 2024

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
Image of an American flag, with a person looking out of them similar to window blinds.
Alan Galinsky | Mar 29, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

Read More
Man sitting on bench in park
Alan Galinsky | Aug 2, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
Read More
Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Alan Galinsky | Nov 21, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
Read More
Stock-image
Alan Galinsky | Nov 21, 2022

New Home Financing Checklist

Estate Planning
Property
Finance
While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat
Read More
Hand holding a large bundle of balloons
Alan Galinsky | Nov 21, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More

Office

1200 N Federal Highway,
Suite 300
Boca Raton FL 33432

Contact Info

E: info@wiseoakwm.com
P: 561-621-7100
F: 561-621-7101

 

Get in Touch

Login   Site Map   Disclaimer  

Investment advisory services offered through Mutual Advisors LLC DBA WiseOak Wealth, an SEC registered investment adviser.

WiseOak Wealth nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.

© 2025 WiseOak Wealth All rights reserved.