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Wisepath Philosophy

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Our Philosophy

Relationships Matter

“"It's not what we think you need. It's what we believe you should consider before making an informed decision. Sound Financial Decisions are made after asking the right questions and considering all the issues at hand. Ultimately, it's what the client feels is the best decision for themselves and their family."”

Mario BeatriceManaging Director

Wisepath Financial is committed to delivering the highest level of service to our clients as they plan for their financial future.  We strive to help eliminate doubts you may have in both the accumulation and distrobution phases of wealth planning.  We plan for peace of mind by helping you protect, preserve and prosper.

Wisepath Financial’s philosophy is to provide our client’s greater long term visibility of their assets by helping to reduce their risk of going backwards financially, while attempting to generate opportunistic returns.   We don’t believe in the traditional “buy and hold / hope and prayer” strategies, where it’s tough to predict where your portfolio will be in the next 5, 10, 15 years and beyond.

Our philosophy combines an opportunistic offense while maintaining a healthy defense to help ensure higher probabilities of long term success.  We believe folks should always take the Least amount of risk to reach their financial goals.

We focus on providing lower risk, lower volatility and higher probabilities of long term financial success through our alternative tactical wealth management strategies.  Our Independent tactical wealth managers are defensive during times of volatility, and opportunistic during times of growth while trying to reduce the risks of going backwards.

Wisepath Financial promotes and encourages safety, security, value and peace of mind planning for client specific objectives.  We focus on helping each individual client to consider all aspects of any strategy to make the best possible decision for their financial future.

What is your main concern when it comes to your clients?

Our focus is to do the right thing, everyday for our all of our clients.

The Wisepath Promise:

  • Honest & Responsible Advice – It is our top priority to provide our clients with fair and honest treatment.  We believe in informing our clients of all aspects of their investments and financial strategies, including management fees, surrender charges, amounts of risk, full discloser of material facts, obligations and costs.

  • Information, Freedom of Choice & Complete Privacy and Confidentiality – As a Licensed Fiduciary Advisory Practice, the more we know and understand all aspects of a clients financial situation, the better we can provide complete step by step customized financial solutions to best serve our clients.  This requires our clients to provide us with sensitive and personal information, which we promise to protect and only utilize for its intended purpose. Wisepath Financial will never disclose or share any of your private information with any other party without, prior knowledge or consent.  We take this very seriously.

  • Time and Access to Information to Make Informed Decisions – We understand creating a sound strategy to build a healthy financial future takes time and is built upon you making informed decisions.  We do Not sell Products, we help create strategies.  In creating these strategies, we want to provide you with all relevant information in order to make an informed decision.  We understand these decisions take time to consider and we will never pressure you to make a decision you aren’t comfortable with.

  • Best Efforts Management, Responsiveness & Action – Wisepath Financial prides it’s self on being extremely attentive with our clients.  We understand the importance of communication with our clients and the monitoring of their financial strategies.  When we discover a client circumstance has changed or a shifting of the markets has occurred, that requires action, we are responsive and proactive in making the necessary adjustments.

  • Risk Assessment, Explanation of Risk & Accountability – It’s extremely important to know and understand the risks of any financial offering.  The foundation of our practice is based on helping you understand, manage and reduce the amount of risk you take on to achieve long term financial success through low risk and low volatility portfolios.  We have a simple set of question we use to help identify your risk tolerance and risk comfort levels.  You have the right to expect accountability of your financial advisor and we will facilitate accountability by regular reviews, establishing goals and constant monitoring of continued progress towards your goals.

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Contact Information

801 International Parkway, 5th Floor
Lake Mary, FL 32746
Tel: (407) 878-7238