Wealthwise Partners

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Wealthwise Partners Providing specialized financial advice for business owners, individuals transitioning into and through retirement, and impact driven investors.

We're here to guide Redding, CA and the greater Northern California region every step of the way.

After owning a dental practice for nearly 20 years, Dr. Carter had accumulated significant value in his business but had...
10/16/2026

After owning a dental practice for nearly 20 years, Dr. Carter had accumulated significant value in his business but hadn't developed a strategy for converting that value into retirement income. We helped create a written financial plan that aligned his practice, personal investments, retirement goals, and long-term legacy objectives. By understanding how his practice fit into his overall financial picture, he was able to make more informed decisions about growth, succession, and future retirement timing.

We want to help YOU! https://www.wealthwise.partners/contact

As Medicare Open Enrollment begins, now is the time to take a fresh look at your coverage and ensure it still aligns wit...
10/15/2026

As Medicare Open Enrollment begins, now is the time to take a fresh look at your coverage and ensure it still aligns with your healthcare needs, lifestyle, and financial goals. A thoughtful review today can help you make more informed decisions and avoid surprises later. If your circumstances have changed over the past year, Open Enrollment offers an important opportunity to evaluate whether your current coverage remains the right fit.

Connect with us: https://www.wealthwise.partners/contact

10/15/2026

Your hard-earned money should work for your future, not become another tax target.

We’re breaking down why we’re voting NO on Prop 40 and YES on Prop 42 this November.

Protecting your retirement savings matters. Know what’s on your ballot, understand what’s at stake, and make your voice count! 🇺🇸

As a business owner, it's easy to believe every decision needs to be perfect before you move forward. But growth is ofte...
10/14/2026

As a business owner, it's easy to believe every decision needs to be perfect before you move forward. But growth is often built through consistent action, not flawless ex*****on.

Whether you're investing in your business, planning for retirement, preparing for a future transition, or building long-term wealth, small steps taken consistently can create meaningful results over time. Progress compounds. Momentum builds confidence. And the businesses that stay focused on moving forward are often the ones best positioned for long-term success.

Connect with us: https://www.wealthwise.partners/contact

It’s important to consider how success translates into long-term financial security. Building a thriving business is a ...
10/13/2026

It’s important to consider how success translates into long-term financial security. Building a thriving business is a significant accomplishment, but creating and preserving wealth requires intentional planning as well.

From managing cash flow and retirement savings to developing tax-efficient and legacy-focused strategies, thoughtful financial planning can help ensure today's hard work supports tomorrow's goals. The opportunities you create deserve a strategy designed to help them endure.

Read the blog: https://www.wealthwise.partners/recent-articles

10/13/2026

Dying with no plan in place can create blended family stress!

Financial planning can feel overwhelming, especially when it seems like there's so much to know. The good news? You don'...
10/09/2026

Financial planning can feel overwhelming, especially when it seems like there's so much to know. The good news? You don't have to navigate every decision on your own.

Building a team of trusted professionals and staying focused on the long term can help bring clarity and confidence to the process. With the right guidance, complex financial decisions become more manageable, allowing you to spend less time worrying about the details and more time focused on what matters most.

Learn more about Ann Marie: https://www.wealthwise.partners/team/ann-marie-tyrrell

10/09/2026

Look who moved in! 👋 Our new office neighbor knows a thing or two about taxes, and we’re excited for you to meet her!

Trisha Funk, Enrolled Agent and President of Funk Financial Solutions, is now running her independent business from an office in our space. Different businesses, same address, and another resource we’re happy to introduce to you.

Through Funk Financial Solutions, Trisha helps individuals and businesses nationwide with tax planning and preparation, proactive tax and financial strategies, and fractional CFO services for business owners.

Have a tax question or want to explore what her services could look like for you? Reach out to our team, we’d love to make an introduction!

Welcome, Trisha! We’re glad you’re here. ✨

"An investment in knowledge pays the best interest." — Benjamin Franklin
10/07/2026

"An investment in knowledge pays the best interest."

— Benjamin Franklin

Building wealth is rarely about finding the perfect moment. More often, it comes down to making thoughtful decisions, st...
10/06/2026

Building wealth is rarely about finding the perfect moment. More often, it comes down to making thoughtful decisions, staying focused on your goals, and remaining committed through changing market conditions.

While uncertainty can make it tempting to wait, a well-designed financial strategy can help provide direction and confidence regardless of what's happening in the headlines. Taking action with a plan in place may be one of the most powerful steps toward creating the future you envision.

Read the blog: https://www.wealthwise.partners/recent-articles

Address

1930 West Street
Redding, CA
96001

Telephone

(530) 605-1174

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