Managing your assets is complicated,
unwieldy, political and something
we’re entirely comfortable with.
Wiseman & Associates was established in 1987 in Winchester, Virginia. Since then, to better serve our growing clientele, we have also established offices in Middleburg, Virginia.
We believe that success in wealth and risk management can be attributed, in large part, to a passion for staying up to the minute on all the latest knowledge related to investment strategies, insurance strategies, tax law and wealth transfer strategies.
You won’t hear the words “Buy!” and “Sell!” around our offices. Our approach doesn’t include knee-jerk reactions to the market. Unwieldy markets and an erratic global economy are factored in to our plans in advance. More than 25 years of success can also be attributed to a consistent reputation of trust, a measured approach and a commitment to building lasting relationships that help our clients pursue their financial goals. The Wiseman & Associates team prides itself on finding the right plan for your particular challenge while always keeping in mind:
It’s not how much money you have. It’s how much money you keep.
Here are just a few of our strategic partners:
Tom Wiseman is a noted specialist in the business and high net worth life insurance marketplace with a focus on wealth preservation, transfer and estate and succession planning. His experience in the financial services industry for over 25 years has helped him increase financial confidence for many clients. Tom has participated and played a role in numerous professional organizations, including the Million Dollar Round Table, the Association of Advanced Life Underwriters, and the International Forum.