Wisdom Investments, Inc.
Helping you make smart decisions with your money.
About Us
|
Bill Kmiecik is the President and Owner of Wisdom Investments, Inc. Bill is a CPA-PFS and has over 25 years of broadly diversified knowledge and experience relative to finance, investments and taxation. He is a member of numerous financial organizations, including: the American Institute of CPAs; The Illinois CPA Society; and The National Association of Personal Financial Advisors. Bill has taught Finance, Accounting, and Investments at William Rainey Harper College and Northern Illinois University. He has also conducted financial training classes for major corporations. Bill considers himself to be his client's Personal Chief Financial Officer. He serves his clients with a belief that wealth management is an ongoing process in which he helps coach them to reach their own personal financial objectives, including: financial independence, estate preservation, and a legacy of wealth, significance and values. |
Wisdom Investments, Inc. is a 
Financial Planning and Investment Advisory Firm. Wisdom Investments, Inc. has been open since 1999 and has offices in Arlington Heights, IL.
Wisdom clients are individuals, corporate executives and small business owners who understand that everyone receives a limited number of hours each week, 168 to be exact. The way in which we use our 168 hours defines our quality of life and as such, our clients delegate the day to day management of their planning and investments to Wisdom Investments, Inc. so that they can focus on the things that are most important to them whether that be relationships with their loved ones, the pursuit of their career or just the carrying out of their last New Year's resolutions.
Our "ideal client" will...
- Be a financial delegator; someone who listens to, respects and looks to another for guidance.
- Be receptive to professional relationships and understand that a financial relationship is about quality of life and not the latest and greatest mutual fund.
- Be serious about personal financial success.
- Have important financial goals.
- Care for family, community, or someone or something other than self and money.
Our Promise
Wisdom Investments will exercise its best efforts to act in good faith and in the best interests of its clients. Wisdom Investments shall provide written disclosure to clients prior to any engagement, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of Wisdom Investments.
Wisdom Investments, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product. Wisdom Investments does not receive a fee or other compensation from another party based on the referral of a client or the client's business.
