Wise Capital Partners

Wise Capital Partners

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Wise Capital Partners Team... #WiseUp!

We are a holistic, independent, and transparent firm that focuses on finding the best investment vehicles and creating custom plans to meet your goals.

Our clients always come first. Investment advisory services offered through Mutual Advisors, LLC DBA Wise Capital Partners, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies. CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo) are certification marks owned b

Operating as usual

Timeline photos 05/19/2022

Why do we always win the “drink” prizes at events?! 😆

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Timeline photos 05/18/2022

Some say it's sacred lol


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05/17/2022

How do you create a ?

W - writing down your goals ✍️

E - envision your future 👀

A - affirm your desire 🙏

L - listen to your inner voice 🗣️

T - take action 💥

H - hold the vision 🤝

Writing down your goals seems cliche but it’s the first step to creating this mindset.

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Timeline photos 05/16/2022

We want to reflect on yesterday's

These two mean the world to Wise Capital Partners
🌎🙏

Forever indebted!

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Timeline photos 05/13/2022

Friday!

✍️ Write. Down. All. Of. Your. Debt.

💱 Now, your budget and net worth might give you some insight, but write down all of your current debt separately.

📊 Not only the total amounts but interest rates, amount of the minimum payments, loan length, etc.

This tip really helps 🙌

🦉

Timeline photos 05/12/2022

*notes taken* 😂

🐶

Timeline photos 05/11/2022

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On the infamous 420, Netflix stock wasn't "high,” it actually experienced its biggest single-day stock drop in history, losing a reported 54 billion 🤯

An estimated 200,000 subscribers were lost from January to March.

Timeline photos 05/10/2022

🔦

Danielle goes above and beyond!

A huge shout out and thanks for everything you do for the team.

You’re greatly appreciated!

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05/09/2022

There aren’t enough days or words to honor you.

Thank you @carolyn_wise630 for being a wonderful mother and a great community leader!

We need more people like you 🙏

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05/07/2022

shopping on a budget!

🏞 Take a Family Outing
📖 Make Mom a Coupon Book
🥘 Cook Mom's Favorite Dinner
🎥 Make it a Movie Night
🃏 Family Game Night
🤫 Offer Up Some Peace and Quiet
🏠 Clean/Repair/Improve the House
👨‍👩‍👧‍👦 New Pictures of her Kids/Grandkids

Monthly Market Insights | May 2022 05/07/2022

Monthly Market Insights | May 2022

Will April showers bring May financial flowers? The markets closed out April with a volatile week, and hawkish comments from the Fed are making many investors skittish.

Monthly Market Insights | May 2022 Monthly Market Insights | May 2022 U.S. Markets April was a challenging month for investors as losses in mega-cap technology companies and high-valuation stocks spilled over to the broader market. The Dow Jones Industrial Average lost 4.91 percent while the Standard & Poor’s 500 Index dropped 8.80...

Timeline photos 05/05/2022

It’s we’ll let it slide 😂

but in this case, maybe not so healthy lol

What are your Cinco plans?

👇 comment below 👇

Timeline photos 05/04/2022



Let’s see just how much money has brought in.

Star Wars is now among the highest grossing film franchises in the world with a total worldwide box office revenue of over ten billion U.S. dollars 🤯

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Timeline photos 05/03/2022

National Teacher Appreciation Day!

Teachers' Day is a special day for the appreciation of teachers, and may include celebrations to honor them for their special contributions in a particular field area, or the community in general.

We want to recognize all of our awesome educators.

Thank you to all of our tremendous teachers!

🙏

Timeline photos 05/02/2022



The secret to getting ahead is to just get started!

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04/29/2022

General Information #InTheLab

Friday!

Chris Wise Back. In. The. Lab! 🥼 🧪

General information that will be useful.

Don’t drive yourself crazy 😵‍💫

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Timeline photos 04/28/2022

The 7 Day Money Rule:

🧐 Often, when you crave a purchase, you’ll lose the craving after you put more thought into it. Whenever you want to buy something, wait.

7️⃣ Give yourself 7 days to decide before purchasing.

🔎 You'll find that most things you won't end up buying!

No more impulse purchases 😎

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Timeline photos 04/27/2022

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Exxon's experiment aims to turn a profit in the crypto industry from otherwise unspent gas.

The pilot takes gas from an oil well in the Bakken Formation within the Williston Basin along the US/Canada border to run mobile generators powering crypto-mining servers on-site.

Timeline photos 04/26/2022

Rob Walton is worth around $70.5 billion, according to @Forbes.
via nypost

Timeline photos 04/25/2022



Reserve your energy 🙏

Great post from @legacy_fitness_kingwood

04/21/2022



Nothing beats a card that's hand-written and signed with love!

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Timeline photos 04/20/2022

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“This was an *exceptionally* difficult quarter due to supply chain interruptions & China zero Covid Policy,” CEO Elon Musk tweeted. Adding that “key suppliers saved the day.”

Thoughts? 👇

Timeline photos 04/19/2022

"Being in Vegas for 6 days felt like the market this year, a lot of volatility 😂 🎢

I might of lost money but I gained a ton of knowledge as a business owner and created new relationships 🧠 🤝

A huge thanks to my business Coach Andrew Lamb, MBA.! Not only is he my coach, he’s a life advisor, mentor and a great friend 🍀

We all need help as business owners to evolve, innovate or just have somebody to talk to, which is why I got a coach because I realize I don’t know everything. To be honest, the older I get the less I seem to know 🤯

A great quote I learned is “if you confuse, you’ll lose.” 🤔

This goes out to all the advisors about properly educating the families we serve, creating stories to help them understand and making sure you know their “WHY.”
- Chris Wise, CFP®

🦉
ActionCOACH Northwest Houston

Timeline photos 04/18/2022



Why Do We Pay Taxes?

Taxes are the primary source of revenue for most governments.

Among other things, this money is spent to improve and maintain:

🛣️ Public infrastructure, including the roads we travel on.

Fund public services, such as:

🏫 Schools

🚨 Emergency Services

🏦 Welfare Programs

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04/17/2022

May your be filled with love, blessings, and family 💛

🦉

Timeline photos 04/14/2022

Nelson Rolihlahla Mandela was a South African anti-apartheid revolutionary and political leader who served as the first president of South Africa from 1994 to 1999.

He was the country's first black head of state and the first elected in a fully representative democratic election.

A lot can seem unachievable, until it's actually done. That's one of the best feelings!

What's something you've done so far in 2022 that you're proud of? 👇

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Timeline photos 04/13/2022

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Here are 9 numbers you want to always keep in mind when you're budgeting or striving to be better with your !

Take the 🙏

Timeline photos 04/12/2022

Gets me everytime.

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04/11/2022

#InTheLab



And of course we have to highlight the best boy and our outstanding work assistant!

Sam P. loves to run around the office after he completes difficult tasks 🐶

What do you like to do after completing a project you’ve been working hard on?

👇

🐶🦉

Timeline photos 04/09/2022

I think you know which one you should choose. Let’s clean up those FUNances!
via @chapmansgarage

Monthly Market Insights | April 2022 04/09/2022

Monthly Market Insights | April 2022

The economic outlook may stabilize now that the Fed has outlined a plan for their monetary policy and ways to stem the rising tide of inflation.

Monthly Market Insights | April 2022 Monthly Market Insights | April 2022 U.S. Markets Greater clarity on monetary policy and improved investor sentiment on the economic outlook propelled stocks in March to their first monthly gain of the year. The Standard & Poor’s 500 Index led, gaining 3.58 percent. The Dow Jones Industrial Averag...

Timeline photos 04/08/2022

Friday!

📊 Don’t compare yourself to others, financially, or in any way.

⤴️ Live life by a compass and not someone else’s watch.

🙏 We all have different situations and not everything you see is as glamorous below the surface.

🦉 Don’t compare yourself to others.

Stay focused on your progress and don’t worry about the hype or the social media flex!

Timeline photos 04/06/2022

🦉

Weekly by WCP:

📄 Making Your Tax Bracket Work

💭 Have you explored all your options when it comes to managing your taxable income?

📈 There are a ton of strategies to help.

View our short video to learn more about your tax bracket: https://bit.ly/3JjGbgK

Deadline is April 18th this year!

04/05/2022

Same lol

Timeline photos 04/02/2022

If it were easy, everyone would do it.

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Videos (show all)

General Information #InTheLab
#InTheLab
#WiseWednesday
#InTheLab
#HolidayLabTour
#SewellSpeaks
#ForTheH
#GrowthClub

Products

nvestment advisory services offered through Mutual Advisors, LLC DBA Wise Capital Partners, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC.
Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies.

CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.


Investment advisory services offered through Mutual Advisors, LLC, an SEC Registered Investment Adviser.
Securities offered through Mutual Securities, Inc., Member FINRA/SIPC.
Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies.

Telephone

Address


1801 Kingwood Drive Suite 160
Houston, TX
77339

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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