Services Offered

Personal Investment Strategy

Tailored investment plans to grow your wealth based on your financial goals and risk tolerance.

Retirement Planning

Comprehensive retirement solutions including 401K management and long-term savings strategies.

Wealth Protection

Services focused on safeguarding your assets and ensuring financial security for your family.

Business Growth Advisory

Financial consulting to help entrepreneurs and businesses expand and optimize their finances.

401K Management

Expert guidance on managing and maximizing your 401K investments for a secure retirement.

Reviews

5(5 reviews)

Rating Distribution

5

4

0

3

0

2

0

1

0

Rating Distribution

5

4

0

3

0

2

0

1

0

R

Ray Morris

via Google

over 3 years ago

Nice people, very professional

L

lloyd becker

via Google

over 3 years ago

N

Nilay Engin

via Google

about 6 years ago

The professional service I always seeked for.

D

Darron Nilsson

via Google

over 6 years ago

The team at Money-Wise has gone above and beyond to help me with my personal investment strategy as well as grow my business. I have never had intelligent conversation like I do when I am in their office. Everyone is smart, kind, and interested in me. I thought it was going to be a challenge to navigate this new relationship, but it has been nothing but easy and refreshing. If you are in need of a great bunch of folks to help you manage your investments, retirement, or 401K I highly recommend Money-Wise.

D

Dave Anderson

via Google

over 8 years ago

Firm focused on helping families grow and protect their wealth.

MW

Moneywise Wealth Management

Name: Moneywise Wealth Management
Address: 1907 K Street, Bakersfield, CA, 93301, US
Telephone: (661) 847-1000
Price range: $$$
Rating: 5

Your trusted partner for growing and protecting wealth with personalized financial strategies.

5(5 reviews)

$$$

Business

financial-advising

business-consultants

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About Moneywise Wealth Management

Moneywise Wealth Management is a premier financial advisory firm in Bakersfield, CA, dedicated to helping individuals and families achieve their financial goals. We specialize in personalized investment strategies, retirement planning, and wealth protection, offering intelligent, client-focused solutions. Our team of smart, kind professionals ensures a refreshing and easy experience, whether you're managing investments, 401Ks, or business growth. With a 5-star rating, we provide the professional service you've always sought.