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Plan, Protect, Preserve = Peace of Mind

Welcome to the WealthWise Financial & Insurance Solutions web site. You’ll find a wealth of information in the form of newsletters, video's and articles.

The focus of our business is simple: Recognizing and then removing risk from our client’s estates is our foremost goal.

Being independent is critical in today’s marketplace, in that it allows us the freedom to offer our clients the best products available by utilizing many different companies, each who are the leaders in the respective field of business.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.  We hope you take advantage of this resource and visit us often.  Be sure to add our site to your list of "favorites" in your Internet browser.  We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

CA State Insurance Licence # 0G29949

Investment advice is provided by Horter Investment Management, LLC, an SEC Registered Investment Adviser.  Insurance and annuity products are sold separately through WealthWise Insurance Solutions.  Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions.