Our Services


Paul Wise and Wise Wealth Group, LLC specializes in focusing on the precise needs of individuals, families and business owners by utilizing Estate Planning, Wealth Transfer, Income Replacement, Business Key Man and Buy Sell coverage, and Transition Planning along with a number of other risk management strategies.  Life is ever changing as are individual and business insurance needs, which require specific insights and working relationships with carriers in the industry.  Paul and his team provide more than 15 years of heavily rooted experience with top tier insurance carriers and can assist in providing the best products, underwriting relationships and executive concierge service. 

We specialize in the following services:

  • Life Insurance

    • Income Replacement

    • Wealth Transfer and Estate Planning

    • Legacy and Generational Planning

    • Life Insurance Retirement Plans (LIRP’s)

    • And more...

  • Fixed and Fixed Indexed Annuities & Multi-Year Guaranteed Annuities (MYGA)

  • Long Term Care Insurance

  • Group Benefits

    • Health, Dental, and Vision Insurance

    • Group Life/Disability

    • And more..

  • Life Settlements

  • Disability Insurance

  • Retirement Planning

  • Final Expense Insurance