[et_pb_section fb_built=”1″ specialty=”on” padding_top_1=”50px” padding_top_2=”66px” padding_right_2=”0px” padding_left_2=”0px” padding_top_bottom_link_1=”false” padding_top_bottom_link_2=”false” padding_left_right_link_1=”false” padding_left_right_link_2=”false” padding_1_tablet=”0px||||false|false” padding_1_phone=”” padding_1_last_edited=”on|phone” admin_label=”Header” _builder_version=”4.16″ background_color=”#ffffff” inner_max_width=”1440px” bottom_divider_color=”#F4F4F4″ bottom_divider_height=”200px” bottom_divider_repeat=”1.2x” global_colors_info=”{}”][et_pb_column type=”1_2″ specialty_columns=”2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_row_inner _builder_version=”4.16″ custom_margin=”||||false|false” custom_margin_last_edited=”off|tablet” global_colors_info=”{}”][et_pb_column_inner saved_specialty_column_type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_divider divider_position=”center” divider_weight=”1px” _builder_version=”4.16″ width=”120px” height=”7px” box_shadow_style=”preset7″ box_shadow_horizontal=”40px” box_shadow_vertical=”0px” box_shadow_color=”#8f8d5f” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.21.0″ header_4_font=”Noto Sans|700||on|||||” header_4_text_color=”#45403d” header_4_font_size=”11px” header_4_letter_spacing=”1px” custom_margin=”-49px||12px|130px|false|false” custom_padding=”||||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.18.0″ text_font=”||||||||” text_font_size=”16px” text_line_height=”1.8em” header_font=”Playfair Display|700|||||||” header_font_size=”40px” header_line_height=”1.1em” header_3_text_color=”#B88769″ header_3_font_size=”24px” header_3_line_height=”1.7em” header_font_size_tablet=”40px” header_font_size_phone=”30px” header_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n
Our purpose at WealthWise Financial Services is to Redefine Wealth Management.<\/p>\n
We help our clients pursue their passions by taking the worry, fear, and concern out of wealth management and financial planning.<\/p>\n
[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner _builder_version=”4.16″ _module_preset=”default” custom_margin=”||-6px|||” custom_padding=”||14px|||” global_colors_info=”{}”][et_pb_column_inner saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” custom_margin=”0px||0px||true|false” custom_padding=”0px||0px||true|false” global_colors_info=”{}”]<\/p>\n
Loreen Gilbert’s Recognition Includes:<\/p>\n
[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=”1_2,1_2″ use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.21.0″ custom_margin_tablet=”-30px||||false|false” custom_margin_last_edited=”off|desktop” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.18.0″ global_colors_info=”{}”][dsm_image_hotspots src=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/BestInStateWomen__Color.png” alt=”Forbes Top Women Advisors 2021″ title_text=”BestInStateWomen__Color” align=”center” force_fullwidth=”on” tooltip_background_color=”#333333″ admin_label=”Supreme Image Hotspots” _builder_version=”4.23.2″ _module_preset=”default” module_alignment=”center” custom_padding=”|9px||9px|false|true” custom_padding_tablet=”” custom_padding_phone=”0px||||false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][dsm_image_hotspots_child icon_color=”#B88769″ icon_font_size=”16px” left_position=”48%” top_position=”97%” hotspot_padding=”0px|0px|0px|0px|true|true” tooltip_background_color=”#333333″ tooltip_max_width=”300px” _builder_version=”4.18.0″ _module_preset=”default” background_color=”#F4F4F4″ background_enable_color=”on” global_colors_info=”{}”]<\/p>\n
The Forbes ranking of America\u2019s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.<\/em><\/span><\/p>\n [\/dsm_image_hotspots_child][\/dsm_image_hotspots][\/et_pb_column_inner][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][dsm_image_hotspots src=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/BestInStateWomen_Color-1-scaled.jpg” alt=”Forbes Top Women Advisors 2021″ title_text=”BestInStateWomen_Color (1)” align=”center” force_fullwidth=”on” tooltip_background_color=”#333333″ admin_label=”Supreme Image Hotspots” _builder_version=”4.23.2″ _module_preset=”default” module_alignment=”center” custom_padding=”|9px||9px|false|true” custom_padding_tablet=”” custom_padding_phone=”0px||||false|false” custom_padding_last_edited=”on|phone” locked=”off” global_colors_info=”{}”][dsm_image_hotspots_child icon_color=”#B88769″ icon_font_size=”16px” left_position=”48%” top_position=”97%” hotspot_padding=”0px|0px|0px|0px|true|true” tooltip_background_color=”#333333″ tooltip_max_width=”300px” _builder_version=”4.18.0″ _module_preset=”default” background_color=”#F4F4F4″ background_enable_color=”on” global_colors_info=”{}”]<\/p>\n The Forbes ranking of America\u2019s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.<\/em><\/span><\/p>\n [\/dsm_image_hotspots_child][\/dsm_image_hotspots][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner _builder_version=”4.16″ _module_preset=”default” custom_margin=”36px||||false|false” custom_padding=”0px||1px||false|false” global_colors_info=”{}”][et_pb_column_inner saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”||||||||” text_text_color=”#45403d” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”||0px||false|false” text_orientation_tablet=”” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n You’ve seen us on:<\/p>\n [\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.16″ custom_margin=”-2px|||||” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_column_inner type=”1_3″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ custom_padding_tablet=”” custom_padding_phone=”0px||0px||true|false” custom_padding_last_edited=”on|phone” custom_css_main_element=”margin-bottom: 0;” global_colors_info=”{}”][et_pb_image src=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/cnbc.png” alt=”CNBC” title_text=”cnbc” show_bottom_space_tablet=”” show_bottom_space_phone=”off” show_bottom_space_last_edited=”on|phone” _builder_version=”4.16″ width_tablet=”” width_phone=”” width_last_edited=”on|desktop” max_width=”100%” max_width_tablet=”” max_width_phone=”50%” max_width_last_edited=”on|phone” module_alignment=”center” custom_margin_tablet=”” custom_margin_phone=”||0px||false|false” custom_margin_last_edited=”on|phone” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column_inner][et_pb_column_inner type=”1_3″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ custom_padding_tablet=”” custom_padding_phone=”0px||0px||true|false” custom_padding_last_edited=”on|phone” custom_css_main_element=”margin-bottom: 0;” global_colors_info=”{}”][et_pb_image src=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/bloomberg.png” alt=”Bloomberg” title_text=”bloomberg” show_bottom_space_tablet=”” show_bottom_space_phone=”off” show_bottom_space_last_edited=”on|phone” _builder_version=”4.16″ width_tablet=”” width_phone=”” width_last_edited=”on|phone” max_width=”100%” max_width_tablet=”” max_width_phone=”50%” max_width_last_edited=”on|phone” module_alignment=”center” custom_margin=”||-3px|||” locked=”off” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column_inner][et_pb_column_inner type=”1_3″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ custom_padding_tablet=”” custom_padding_phone=”0px||0px||true|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][et_pb_image src=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/yahoofinance-1.png” alt=”Yahoo! Finance” title_text=”yahoofinance” show_bottom_space_tablet=”” show_bottom_space_phone=”off” show_bottom_space_last_edited=”on|phone” _builder_version=”4.16″ width_tablet=”” width_phone=”” width_last_edited=”on|phone” max_width=”100%” max_width_tablet=”” max_width_phone=”50%” max_width_last_edited=”on|phone” module_alignment=”center” custom_margin=”||||false” custom_margin_tablet=”” custom_margin_phone=”0px||0px||true|false” custom_margin_last_edited=”on|phone” custom_padding=”0px||||false|false” custom_padding_tablet=”” custom_padding_phone=”0px||0px||true|false” custom_padding_last_edited=”on|phone” locked=”off” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column_inner type=”1_3″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”||0px||false|false” global_colors_info=”{}”][\/et_pb_column_inner][et_pb_column_inner type=”1_3″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column_inner][et_pb_column_inner type=”1_3″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”||||||||” text_text_color=”#45403d” custom_margin=”||0px||false|false” custom_padding=”||0px||false|false” text_orientation_tablet=”” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n … and many more!<\/p>\n [\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][dsm_blob_image blob_image=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/WealthWiseFinancialRetreat-1201.jpg” blob_position=”bottom” image_height=”426px” image_height_tablet=”” image_height_phone=”271px” image_height_last_edited=”on|phone” _builder_version=”4.16″ _module_preset=”default” max_width=”560px” module_alignment=”center” global_colors_info=”{}”][\/dsm_blob_image][dsm_floating_multi_images floating_height=”30px” disabled_on=”on|off|off” _builder_version=”4.16″ _module_preset=”default” custom_margin=”||||false|false” custom_padding=”||2px|||” global_colors_info=”{}”][dsm_floating_multi_images_child src=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/greenblob.png” vertical_align=”-90px” _builder_version=”4.16″ _module_preset=”default” max_width=”40px” module_alignment=”left” global_colors_info=”{}”][\/dsm_floating_multi_images_child][\/dsm_floating_multi_images][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” header_5_text_color=”#ba8748″ max_width=”94.9%” module_alignment=”center” custom_margin=”-30px||||false|false” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][dsm_button button_one_text=”FREE ASSESSMENT” button_one_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQ2In19@” button_two_text=”WHY WEALTHWISE” button_two_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjIyIn19@” button_alignment=”center” _builder_version=”4.16″ _dynamic_attributes=”button_one_url,button_two_url” _module_preset=”default” custom_button_one=”on” button_one_bg_color=”#BA8748″ button_one_font=”Noto Sans||||||||” button_one_custom_padding=”18px|32px|18px|32px|true|true” custom_button_two=”on” button_two_bg_color=”#8F8D5F” button_two_border_color=”RGBA(0,0,0,0)” button_two_font=”Noto Sans||||||||” button_two_custom_padding=”18px|32px|18px|32px|true|true” box_shadow_style_button_one=”preset1″ box_shadow_vertical_button_one=”4px” box_shadow_blur_button_one=”24px” box_shadow_spread_button_one=”-8px” box_shadow_color_button_one=”rgba(184,135,105,0.5)” box_shadow_style_button_two=”preset1″ box_shadow_color_button_two=”rgba(143,141,95,0.47)” global_colors_info=”{}”][\/dsm_button][\/et_pb_column][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Blog” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ header_2_font=”Playfair Display|700|||||||” header_2_text_align=”center” header_2_text_color=”#2a3749″ header_2_font_size=”50px” header_2_line_height=”1.3em” header_2_font_size_tablet=”32px” header_2_font_size_phone=”24px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]Forbes Top Women Wealth Advisors Best-in-State 2022<\/h2>\n
“We help our clients integrate their values and their wealth so that their wealth and their values outlive them.”<\/em><\/h3>\n
-Loreen Gilbert, CEO<\/h5>\n
Recent Media Appearances:<\/h2>\n