"Having worked in the insurance and financial planning industry for the past 37 years, it was quite gratifying for me to be able to retire with a comfortable income due to the planning that was accomplished by Leroy Lopez and his staff at Wealth & Wisdom Partners."

Who We Are

Wealth & Wisdom Partners offer one-stop shopping for your financial well-being, including: the accumulation, distribution and conservation of wealth. Through financial engineering, we maximize the use, benefit and enjoyment of one’s assets throughout life and assist in protecting those assets from many eroding factors. These include taxes, technological change, propensity to consume, out-living your assets and death.

Our firm has an educational and interactive approach. Our financial specialists take the time to understand your retirement needs with absolutely no obligation to purchase any product or service from us.

For your complimentary, no obligation consultation, please call or email us for an appointment. We will explore with you the ways for you to potentially maximize your wealth now. We look forward to serving you.