Wealthwise Partners

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.

“Success is the sum of small efforts repeated day in and day out.” — Robert Collier
06/03/2026

“Success is the sum of small efforts repeated day in and day out.” — Robert Collier

06/03/2026

🎓 Graduation advice in 30 seconds:

Most young adults leave school knowing how to make money, but not how to manage it.

Give. Save. Invest. Enjoy.

That’s a simple framework for building wealth with purpose and honoring God along the way.

06/02/2026

Avoiding family drama when estate planning!

Even the most successful businesses have blind spots. Explore the subtle missteps that can quietly hold growth back, and...
06/02/2026

Even the most successful businesses have blind spots. Explore the subtle missteps that can quietly hold growth back, and how to spot them before they cost you.

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

It’s 529 Day! A reminder that planning ahead can open doors to education, opportunity, and long‑term financial support f...
05/29/2026

It’s 529 Day! A reminder that planning ahead can open doors to education, opportunity, and long‑term financial support for those you care about most.

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

05/28/2026

We’ve already had several families asking us about these new Trump Accounts, so here’s the quick breakdown:

If you have a child or grandchild born between 2025–2028, they may qualify for a $1,000 government contribution to help jumpstart long-term savings.

A few important things to know:
• There are currently no parent income limits
• Family members and even employers can contribute
• Funding is expected to begin July 4
• Be careful of scams and only use the official website or app

Also important: this is not something your financial advisor opens for you. These accounts are opened directly through the government website.

You can learn more or open an account at TrumpAccounts.gov.

05/28/2026

More wealth means more complexity!

05/26/2026

Blended families and money: the most avoided conversations!

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice in service to our count...
05/25/2026

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage and selflessness will never be forgotten.

Address

1930 West Street
Redding, CA
96001

Telephone

(530) 605-1174

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