WealthWise Financial Services is a comprehensive wealth management firm dedicated to helping clients articulate their financial visions, navigate market risks, and create lasting legacies. Led by CEO Loreen Gilbert, a Forbes Top Women Wealth Advisor, the firm specializes in serving business owners, key executives, and women investors with a minimum of $1 million in investable assets. Their services encompass financial planning, retirement strategies, estate and trust planning, and investment management, all tailored to individual client needs. WealthWise employs a tactical investment philosophy, constructing core and satellite portfolios to manage economic and market risks effectively. With offices in Irvine, Dallas, and Houston, the firm emphasizes integrity, competence, and care in delivering personalized financial strategies.