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.
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.
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.
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