RetireWiseCFP

We specialize in working with clients seeking (1) SUSTAINABLE income and growth portfolio of their assets and (2) are ready for the NEXT phase of success. Unlike generalist advisors, Femi Shote, CFP (RetirewWiseCFP) is focused and knowledgeable in personalized sustainable retirement income and growth portfolios using? preferred, growth, value, and dividend-paying stocks, bonds, and ETF’s (not mutual funds or expensive annuities) to help our clients successfully capture risks that generate expected returns and limit risks that do not.

We believe integrity and performance are the cornerstone to long-term relationship with clients. Integrity without performance is not sufficient and performance without integrity are not sustainable.  

Independent Custodian: Fidelity Institutional Wealth Services

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Advisors at this Office

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This Office

20534 Meadow Island Pl Potomac Falls, VA 20165-3177 Phone: (703) 444-7819 Fax: (703) 663-9839

Primary Office

8000 Towers Crescent Dr Ste 1350 Tysons Corner, VA 22182-6236 Phone: (703) 760-0043 Fax: (703) 663-9839

Other Offices

20534 Meadow Island Pl Potomac Falls, VA 20165-3177 Phone: (703) 444-7819 Fax: (703) 663-9839