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Wealth Wisdom Group

Financial planner in Wilmington, DE (show on map)
Google 5.0
★★★★★
3 reviews

Bill Curry is the owner of Wealth Wisdom Group. In 1970, Bill started working in the financial planning industry. Bill was a partner in the Curry Poole Group an

Call (302) 651-9191
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About

Bill Curry is the owner of Wealth Wisdom Group. In 1970, Bill started working in the financial planning industry.

Bill was a partner in the Curry Poole Group and in 2017, Wisdom Wealth Group was founded with the vision of providing clients with a financial advisory firm that defies industry norms. Unlike others in the industry, founder Bill Curry challenges the status quo and questions the commonly accepted beliefs perpetuated by insurance marketing professionals and similar sources. Bill is driven by a desire to bring fresh perspectives and critical thinking to the table, leading to innovative solutions that genuinely benefit our clients.Bill has a proclivity to identify gaps in the industry that spur innovation. During Bill Clinton's presidency, a law was enacted to increase tax rates on trusts. Intrigued by the potential implications, Bill sought answers from experts, only to find their responses unsatisfactory. Determined to find a better solution, he embarked on a personal challen

Certified Public Accountants on staff
Virtual/online services available

Services

HomeServicesAboutFAQsResources RetirementEstateInvestmentInsuranceTaxMoneyLifestyleToolsGlossaryTax

HomeServicesAboutFAQsResources RetirementEstateInvestmentInsuranceTaxMoneyLifestyleToolsGlossaryTax ResourcesSchedule a Call

What I DoWealth Management and Preservation Solutions For Affluent Professionals

What I DoWealth Management and Preservation Solutions For Affluent Professionals

Highly Compensated ExecutivesYou require specialized financial strategies to manage your unique comp

Highly Compensated ExecutivesYou require specialized financial strategies to manage your unique compensation packages and optimize your wealth

RetirementInvestmentEstateInsuranceTaxMoneyLifestyleLatest ArticlesAll VideosAll Calculators

RetirementInvestmentEstateInsuranceTaxMoneyLifestyleLatest ArticlesAll VideosAll Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

Check the background of your financial professional on FINRA's BrokerCheck.

The information in this material is not intended as tax or legal advice. Please consult legal or tax

The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals

Credentials & Certifications

Certified Public Accountant (CPA)
Juris Doctor (JD)

Reviews

Google
Rating
5
★★★★★
Reviews
3
"Bill has always been helpful and given excellent advice."

Contact Wealth Wisdom Group

Wealth Wisdom Group
Category
Financial planner
Wheelchair Accessible
Call (302) 651-9191

Opening Hours

Sunday
Closed
Monday
7:30 am–4:30 pm
Tuesday
7:30 am–4:30 pm
Wednesday
7:30 am–4:30 pm
Thursday
7:30 am–4:30 pm
Friday
7:30 am–4:30 pm
Saturday
Closed

Location

Location of Wealth Wisdom Group, 701 Foulk Rd #2G, Wilmington, DE 19803 · View on Google Maps

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Get in Touch

Ready to work with Wealth Wisdom Group?

Reach out today to schedule a consultation.

(302) 651-9191

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