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WE HELP THOSE WHO’VE MADE IT KEEP IT®

Find innovative wealth preservation solutions with Wisdom Wealth Group.

Schedule a Call



WHAT I DO
WEALTH MANAGEMENT AND PRESERVATION SOLUTIONS FOR AFFLUENT PROFESSIONALS


Wisdom Wealth Group is led by founder Bill Curry. His mission is to help his
clients maintain their affluence for themselves and their families while
minimizing unnecessary risk.





AFFLUENT INDIVIDUALS

You have accumulated significant wealth and are seeking guidance to preserve and
grow your assets.

Learn more





HIGHLY COMPENSATED EXECUTIVES

You require specialized financial strategies to manage your unique compensation
packages and optimize your wealth

Learn more





PROFESSIONALS

You may hail from various fields, such as doctors, lawyers, and entrepreneurs,
and are looking for tailored financial solutions that align with your specific
needs and goals.

Learn more





SMALL BUSINESS OWNERS

You seek comprehensive financial planning and guidance to navigate the
complexities of running a business while protecting your personal wealth.

Learn more


WHY WORK WITH ME
ABOUT BILL


Bill Curry is a wealth management professional, an accredited JD, CLU, ChFC,
RFC, and AEP, and a prodigiously innovative and creative problem solver. He has
experience working with affluent individuals and their families to preserve and
protect what they worked so hard to create.

Learn How We Can Help

How I Help


HOW YOU KEEP IT

Keep it through tax planning.
Keep it through risk mitigation.
Keep it through investment planning.
Keep it through insurance planning.
Keep it through qualified retirement plans.
Keep it through timely "bucket" planning.


HOW I DO IT
BILL’S PROCESS


Discovery Session 

In this initial step, Bill engages in a meaningful conversation with his
clients, asking questions about your family dynamics and your vision for the
future. He delves into your aspirations and gains insights into your long-term
goals. One of his favorite questions is, "If we were sitting here 5 years from
now, what would you like to see have happened from our working together?"

Goal Setting 

Based on the information gathered in the discovery session, Bill works closely
with you to determine your specific financial goals. He takes into account your
desired outcomes, timeframes, and any unique considerations. By understanding
your objectives, you can develop a clear roadmap for your financial success.

Tailored Planning

Bill employs various planning techniques and strategies to align with your
goals. He presents different options and alternatives, ensuring that his clients
have a thorough understanding of the potential outcomes and implications.
Through collaborative discussions and feedback, he refines the planning process
until you are satisfied.


CONTACT US
SPEAK TO BILL


Take the first steps and schedule a consultation with Bill.

Name
Email
Address
Phone
Question
Start the Conversation
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VISIT

701 Foulk Road

Suite 2G

Wilmington, DE 19803

bill@wealthwisdomgroup.com

CONNECT

Office: (302) 651-9191

CONTACT



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Member FINRA/SIPC and an Investment Advisor.  Wealth Wisdom Group, Inc. and
CreativeOne Securities, LLC are not affiliated.

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

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information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
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