The advisors of Wisdom Pointe Wealth Advisors include Stanley Leong and Sarkis Anduze, with over 40 years of combined financial services industry experience. In addition we leverage the network of professionals at Ameriprise Financial and can consult with your other financial professionals such as tax and legal advisors, to make sure your finances are working together to pursue your goals.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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