WealthWise Financial Services is a wealth management and financial planning firm serving clients from offices in Irvine, Dallas, and Houston. Led by founder and CEO Loreen Gilbert, the firm works with business owners, key executives, and women investors, and notes that its clients typically have at least $1 million in investable assets. Its approach begins by helping clients articulate their personal and financial vision, then assess risk and build a plan intended to support their goals and legacy.

WealthWise offers financial planning, wealth management, estate planning, and retirement planning. For business owners and executives, its services include guidance on retirement plans and exit strategies; for women investors, the firm emphasizes financial understanding, retirement, and estate planning. Its investment philosophy combines core portfolios with satellite strategies that may include alternative investments and potential downside-protection approaches. The firm also provides educational resources, market commentary, webinars, a podcast, and e-books on retirement, Social Security, taxes, and related financial topics.