WealthWise Financial Services is a comprehensive wealth management firm dedicated to helping clients articulate their vision, navigate financial risks, and create lasting legacies. Founded and led by CEO Loreen Gilbert, the firm offers a wide range of services, including financial planning, retirement planning, estate and trust planning, investment planning, and college planning.

They specialize in serving business owners, key executives, and women investors, tailoring strategies to meet the unique needs of each client. With offices in Irvine, Dallas, and Houston, WealthWise Financial Services is committed to redefining wealth management by integrating clients’ values with their financial goals.