We specialize in working with clients seeking (1) SUSTAINABLE growth and income portfolio of their assets and (2) are ready for the NEXT phase of success. Unlike generalist advisors, Femi Shote, RetirewWiseCFP is focused and knowledgeable in personalized sustainable retirement growth and income portfolios using? growth, value and dividend-paying stocks 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