Broker Check

Continuing Education


As normal operating procedure, Wealthwise Technologies meets with its clients in an effort to maintain the highest level of investor education and strategic planning. We offer to meet on a quarterly basis with our clients who pursue an investment portfolio involving market-related products. Likewise, we offer to meet annually with our clients who have selected to use non-market related products as their retirement savings vehicles. In either situation, client meetings and annual reviews are an integral part of the high level of service we offer.


For several decades Wealthwise Technologies has conducted educational and informational seminars for numerous groups, including professional associations, non-profit organizations, retirees, and, offices of the federal government such as the IRS, Social Security Administration, Department of Labor and the Department of Justice. The Wealthwise Technologies client is well informed and armed with the necessary understanding regarding prudent investment practices. Join us at one of our upcoming educational workshops.


From time to time, Wealthwise Technologies has the privilege to host guest speakers who are professionals in their fields to our clients. We present these individuals in several different ways. Worshops, Audio and Video recordings, as well as reference made to these professionals in interviews, news articles, and television segments. The Wealthwise Technologies client is well informed and armed with the necessary understanding of how to wisely approach and address their individual retirement goals and objectives.


Wealthwise Technologies has formed strategic alliances with other professionals such as CPAs, attorneys and other experienced specialists in order to facilitate the implementation of strategies and methods to fulfill the goals and objectives of our clients. We are confident that our partners will provide accurate, professional and timely services. We invite you to make use of the services our strategic partners provide.