About Our Firm
Wealthwise is a Financial Planning & Wealth Management firm with offices in Carrick on Shannon and Oranmore, Co Galway. We specialise in providing Financial planning and Wealth management services to clients who want to achieve their personal and financial goals. Our clients consist of Business Owners, Executives, Directors, Self Employed, Private Investors, Families, Charities and Organisations.
We believe in the importance of personal service and in building strong and lasting client relationships. Our aim is to build the leading Financial planning firm in Connaught & Ulster.
Our 5 core practice areas
- Investment Advisory Services
Pre & Post Retirement Planning
Family & Business Protection
Financial Planning for Businesses and Individuals
Cash Flow Modelling & Estate Planning
As a client of Wealthwise What you can expect from us is:
Impartial and unbiased advice.
A personalised Bespoke service unlike larger financial Institutions.
A market leading investment offering
Qualified Professional staff trained to the highest industry standards.
Tax efficient solutions and structures
Financial clarity through comprehensive cash-flow modelling