Officially introducing Wizdom Wealth!
Near the end of 2025 our broker-dealer was acquired by LPL Financial, and as we transitioned to joining the LPL Financial family for our securities and investment side of the business with WizdomOne, we decided to separate the two businesses: WizdomOne is our Insurance, Benefits, and PEO consulting business and we brought all our investment services over to Wizdom Wealth.
Our goal with this separation was to streamline things operationally while allowing each business to better service our clients. It's our same team, same values, and same mission and the biggest difference our clients notice is the brand and a new email address (which was the goal!).
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