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