"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."

Why We Stand Apart

Times are economically challenging and we’re here to see that your financial well-being remains strong. We are not your typical financial services providers. Wealth & Wisdom Partners provide you with non-traditional strategies that are designed to help you maximize your wealth, without taking another penny out of your pocket. From different financial strategies to insurance and estate planning, we find money in a way that doesn’t take away from your lifestyle, so that you can enjoy your money today while saving for your future.