WizdomTower Risk LLC

About

We built the WizdomOne Group Family of Companies for our clients believing in the fundamentals of one concept. Your advisor should work for you and your business, not just the insurance and investment companies.

As a result, over the years, we have been fortunate to work with a wonderful group of clients who have helped us build our family of companies into a boutique risk and investment management group of companies focused on the accumulation and protection of wealth for business owners, entrepreneurs, professionals, and executives.

WizdomOne Group Encompasses:
WizdomFinancial Advisors LLC - a private wealth management firm.

WizdomTree Benefit Solutions Inc. - a full-service all-inclusive and innovative employee benefits firm.

WizdomCare Senior Solutions - a full-service Medicare plans agency

WizdomTower Risk LLC - a full-service insurance agency servicing clients’ business and personal property & casualty insurance needs.

WizdomOne Group believes in the fundamentals of a timeless concept. Your advisor should work for you, not the carrier. Our innate philosophy is a focus on you- the client. We focus on providing a highly responsive level of service, organic advice and fresh smart ideas. Additionally, while staying current and attentive, we are committed to advocacy and education of our clients.

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