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
"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
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.