Wise Financial Events

2018 Client Appreciation Day
On August 31, 2018 we had our first ever annual client appreciation day at the Saratoga Racetrack. It gave us the chance to show appreciation for our amazing clients and their families. It was a beautiful day and we could not have asked for a better outcome. Thank you to everyone who attended and we look forward to seeing you next year.





Rock Your Style - Trinity Alliance
On 9/21/18 we attended the Rock Your Style Fundraiser for Trinity Alliance. Wise Financial is proud to support this amazing event. We didn't anticipate how much fun and positive energy we would experience!! Our friend Carrie Vanderhoof of Boho Chic in Ballston Spa is truly a special person!! Carrie was part of a fundraising effort that raised over $126,000 to help those in need.


