Family Office · Dublin 11, Ireland
Wealthwise Financial Planning is a fiduciary wealth management firm specializing in comprehensive financial planning and investment advisory services for business owners, key executives, and women investors. Headquartered in Irvine, California, with additional offices in Dallas and Houston, the firm is led by founder and CEO Loreen Gilbert, who has over 25 years of industry experience. Wealthwise emphasizes a personalized, client-centric approach, utilizing tactical investment strategies and offering core fee-based portfolios alongside alternative investments for downside protection. The firm is recognized for its commitment to integrity, competence, and care, serving clients with a minimum of $1,000,000 in investable assets and maintaining a strong reputation for education and transparency in financial planning.
Business models
services
Customer segments
Business Owners, Executives, Directors, Self Employed, Private Investors, Families
Geography
Ireland, UK
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Wealthwise Financial Planning deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks Wealthwise Financial Planning alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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Drop your pitch. VC Boom scores it on the 8 dimensions VCs read for and ranks the 47,000+ active investors in the database by fit. Wealthwise Financial Planning is one of them, and we'll tell you exactly where they sit in your top 100.