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 is also a part time instructor

of Finance, Accounting, and Investments at William Rainey Harper College

and Northern Illinois University.

Bill considers himself to be his client's Personal Chief Financial Officer and Life Advisor. 

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 fee-only 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.

2015 South Arlington Heights Road, Suite 113, Arlington Heights, IL 60005
Phone: 847-290-0753 Fax: 847-290-0763 Email: smartdecisions@wisdominvestments.com