Toledo Regional Chamber of Commerce | Toledo, OH

  • Benefits & Services
    • Employee Health Insurance
    • Cost Saving Benefits
    • Marketing Opportunities
    • Member Portal
    • Newsroom
    • Newsletter Archives
  • Talent & Workforce
    • Talent Attraction
    • Expand Your Talent Pool
    • Industry Sector Partnerships
    • Job Board
  • Starting/Growing Your Business
    • Small Business Development Center and Minority Business Assistance Center
    • The Ramp
    • Export Assistance Network
    • Export Success
    • Toledo Area Small Business Association
    • Learning Center
    • Business Development Resources
  • Your Government Relations
    • Public Policy Agenda
    • Endorsements & Voter Resources
    • Institute for Leadership & Advocacy >
      • Institute for Leadership and Advocacy 2023
    • Supporting Veterans & Families
  • Developing Young Professionals
    • EPIC Toledo
    • Summer in the City
  • Upcoming & Recent Events
    • Upcoming Events
    • Recent Events
    • Community Calendar
    • Clambake
  • Your Chamber
    • Become a Member
    • Membership Directory
    • Minority, Women and Disadvantaged Business Enterprise Directory >
      • MWDBE Directory Submission Form
    • About the Chamber
    • Blog
    • Board
    • Staff
    • Contact Us
  • Toledo Region
  • Benefits & Services
    • Employee Health Insurance
    • Cost Saving Benefits
    • Marketing Opportunities
    • Member Portal
    • Newsroom
    • Newsletter Archives
  • Talent & Workforce
    • Talent Attraction
    • Expand Your Talent Pool
    • Industry Sector Partnerships
    • Job Board
  • Starting/Growing Your Business
    • Small Business Development Center and Minority Business Assistance Center
    • The Ramp
    • Export Assistance Network
    • Export Success
    • Toledo Area Small Business Association
    • Learning Center
    • Business Development Resources
  • Your Government Relations
    • Public Policy Agenda
    • Endorsements & Voter Resources
    • Institute for Leadership & Advocacy >
      • Institute for Leadership and Advocacy 2023
    • Supporting Veterans & Families
  • Developing Young Professionals
    • EPIC Toledo
    • Summer in the City
  • Upcoming & Recent Events
    • Upcoming Events
    • Recent Events
    • Community Calendar
    • Clambake
  • Your Chamber
    • Become a Member
    • Membership Directory
    • Minority, Women and Disadvantaged Business Enterprise Directory >
      • MWDBE Directory Submission Form
    • About the Chamber
    • Blog
    • Board
    • Staff
    • Contact Us
  • Toledo Region

We believe in sharing your stories.

Findley Wise Wealth Management: Member Feature

8/7/2017

1 Comment

 
Picture
​Advisors Craig Findley and Ken Wise recognized that to provide the advice and guidance that clients need to achieve financial success, the old ways of doing business would no longer work. That’s why in 2003, they created Findley Wise Wealth Management. Their mission was clear—to build a practice based on three distinct principles—innovative thinking, specialized expertise and superior customer service. Today, through trusted relationships with high net worth individuals, large corporate institutions and small- and mid-sized businesses, the Findley Wise vision is being recognized nationwide.
Findley Wise Wealth Management's sole focus is helping families and business owners with significant resources organize, plan, and manage all aspects of their wealth. They offer expertise, insight, and a balance of innovative, yet pragmatic solutions for addressing the full cycle of an organization's and  family's needs.
​
The Findley Wise team is made up of specialists. Each person has a distinguished role on the team. Separately, they are passionate, intelligent, and dedicated individuals who encompass the team with an immense depth of skill in multiple disciplines and areas of expertise. Findley Wise Wealth Management is uniquely positioned to offer the intimacy of a boutique firm, while providing access to the vast resources of UBS, the world's largest Private Bank.
​"We believe the trust of our clients is earned over time and remains our most important asset. We take great pride in the professional quality of our work through exceptional client service that is proactive, thoughtful, and customized." –Craig Findley, Managing Partner Wealth Management
​As a whole, Findley Wise Wealth Management is continuously learning, growing, and being challenged each day.  The team pushes themselves to their upmost potential and because of this have been recognized by Barron's as one of the Top Advisory Teams in America (top 1% in the country), and have been recognized by the Financial Times as one of the top 401k practices in the country.
​"Our team believes in continuous improvement. As our clients' needs change, we learn and adapt. We stress teamwork in everything we do and remain accountable for our responsibilities. Integrity and honesty are at the heart of our business. Integrity – we do what we say we're going to do, full disclosure and no surprises." – Ken Wise, Managing Partner Wealth Management
​Dedicating time and involvement with the Toledo community is also very important to the team. They are involved with Toledo Rotary, Toledo Estate Planning Council, The Toledo Symphony, The Toledo Club, Partners in Education, The University of Toledo COBIAA, Boys and Girls Club, The University of Toledo's Women and Philanthropy, United Way, Toledo School for the Arts, Toledo Museum of Art, and Adopt America.

The Findley Wise team considers it a privilege to be a part of the Toledo community and is passionate about sustaining relationships and generating new relationships with the next generation for years to come.

​Please contact Emily Dammeyer, Communications Manager, Toledo Regional Chamber of Commerce to submit a story for our blog.
1 Comment
Darren Joy link
8/16/2017 01:56:03 pm

Findley Wise Wealth Management are a top notch organization who take care of their clients, getting to know their business, keeping them informed and financially vigilant.

Reply

Your comment will be posted after it is approved.


Leave a Reply.

    Archives

    March 2023
    February 2023
    January 2023
    December 2022
    November 2022
    October 2022
    September 2022
    August 2022
    July 2022
    June 2022
    May 2022
    April 2022
    March 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    December 2019
    November 2019
    October 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    February 2018
    January 2018
    December 2017
    November 2017
    October 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017
    December 2016
    November 2016
    October 2016
    September 2016
    August 2016
    July 2016
    June 2016
    May 2016
    April 2016
    March 2016
    February 2016

    Categories

    All
    Advocacy And Public Policy
    Business Development
    Chamber Updates
    EPIC Toledo
    Events
    Membership Opportunity
    New Members
    Our Members
    Small Business Development Center
    Talent Resource Week

    RSS Feed

Copyright Toledo Regional Chamber of Commerce.  All Rights Reserved.
300 Madison Avenue, Ste. 200  |  Toledo, OH 43604
PHONE: (419) 243-8191 
Terms and Conditions
Picture