Family Office
Wealthwise Financial Planning
Dublin 11, Ireland
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
Wealthwise Financial Planning is a fiduciary wealth management firm specializing in comprehensive financial planning and investment advisory services for business owners, key executives, and women investors. Headquartered in Irvine, California, with additional offices in Dallas and Houston, the firm is led by founder and CEO Loreen Gilbert, who has over 25 years of industry experience. Wealthwise emphasizes a personalized, client-centric approach, utilizing tactical investment strategies and offering core fee-based portfolios alongside alternative investments for downside protection. The firm is recognized for its commitment to integrity, competence, and care, serving clients with a minimum of $1,000,000 in investable assets and maintaining a strong reputation for education and transparency in financial planning.
Partners
2 partners on file at this firm, with the firm's email pattern for cold outreach.
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Score my deck → unlock contactsInvestment focus
Business models
services
Customer segments
SMB, Mid-market, Enterprise, Consumer
Geography
Europe
Links
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Score your deck (free, 30 seconds) →Wealthwise Financial Planning is based in Ireland. Browse other active investors in the same country.