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Money Wise works with friends and neighbors throughout the greater Phoenix area to help meet their financial goals. We are a financial planning firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

With Money Wise, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our knowledge and experience can assist you with bridging the gap between your working and retirement years.

Contact us at kelly@moneywiseaz.com or call us at (480) 556-6600 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

 

Nancy Fromm &
Cristina Acosta

co-founders

With more than 50 years combined experience we develop a plan to assist our clients during the transition from work to retirement. We take a holistic approach to income planning by addressing the different areas that can impact our clients’ financial lives.

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Privacy Policy | Terms

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Money Wise are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Money Wise is not affiliated with the US government or any governmental agency. 648072