Get Your Free Financial Consultation Today and Save 10% on Your First Session
Welcome to FundWise

Your Trusted Financial Partner

Financial success, guaranteed.

About Us

Securing Your Financial Legacy

Welcome to FundWise Financial Consulting, where we are dedicated to helping our clients achieve their financial goals.

Our team of expert financial consultants has years of experience in areas such as financial planning, investment management, tax planning, and risk management.

Professional Advisor
Affordable Price

Some of Companies that we worked with

Our Story

A story of our dedication, expertise, and lasting results

Our team has a proven track record of success and is dedicated to helping you achieve financial stability and security.

1990

FundWise was founded

The company was founded with a focus on personalized financial advice.

2005 - 2015

Grow and expand

Expanded services to include investment management and retirement planning.

2023

Lead the industry

Continues to be a leading financial consulting company, offering a range of services and innovative solutions.
Why Choose Us

Expertise, secure, success

we understand that your finances are a key aspect of your life, and that’s why we’re committed to providing expert guidance
0 K

Project Complated

0 +

Companies Partner

0 %

Profit Growth

0 /7

Customer Care

0 K

Happy Client

Our Team

The Team Behind Your Financial Success

Financial Success, Built on a Foundation of Trust. Our team has a proven track record of success and is dedicated to helping you achieve financial stability and security.
James Brown

James Brown

Chief Financial Officer

Lee Xue

Lee Xue

Tax Consultant

William Davis

William Davis

Risk Manager

Thomas Baker

Thomas Baker

Financial Consultant