Your Trusted Tax Advisors

Expert tax solutions for your peace of mind.

Your Wealth. Your Legacy. Our Expertise.

Do you want to minimize tax liabilities and maximize assets and tax protection?

Whether you’re planning your taxes, estate, or legacy — navigating tax laws and requirements alone can be daunting and emotional.

You need a tax team you can trust to avoid costly mistakes.

Wealth Wise Advisors provides exceptional tax guidance and strategic solutions to high-net-worth individuals, families, and their businesses. We specialize in tax planning and compliance for our unique clients, with a focus on trusts, estates and complex financial structures.

We’re here to make your life better through these services:

Tax Planning and Compliance

Navigate the present and secure your future through:

Estate and Legacy Planning

In planning your estate, you’ll receive:

As you grow your legacy, you’ll be supported through:

What We Value

Decades of Experience

Experience

We bring decades of experience and deep expertise in tax planning, compliance, and business advisory services. Our team of tax professionals collaborate with your attorneys and investment advisors to deliver comprehensive tailored solutions.

Integrity

Trust is at the core of our practice. We uphold the highest ethical standards, maintaining transparency, confidentiality, and honesty in all client interactions.

Tailored Approach

Your situation is unique. We take the time to understand your goals, aspirations, and challenges, personalizing our services to meet your specific needs.

Strategic Planning

We go beyond compliance. Our proactive approach involves strategic tax planning, wealth transfer strategies, and business succession planning.

Clients & Partners Working Together

Client Focused

Your success is our success. We build long-lasting relationships, providing ongoing support and guidance throughout your tax, estate, and legacy planning journey.

Sharing Wealth Wisely

We are committed to investing in causes that create a lasting impact. When you choose to work with us, you also choose to make a difference in the world. Through our partnership with World Vision, a nonprofit organization dedicated to eradicating global poverty, we donate 1% of our gross revenue to support their impactful charitable work.

Wealth Wise Advisors

Why Choose WWA?

Our firm is built on integrity and excellence, so you can rest assured that your tax needs are in expert hands. This gives you the peace of mind to focus on what truly matters.

Lorrie Jobe and Her Team at Wealth Wise Advisors

Clients Talk About Their Journey with Us

For decades, Bill and Lorrie have provided our family of three generations with excellent tax compliance, estate and transition planning, as well as meeting regulatory requirements for our businesses. They have been extremely helpful in educating us to understand the financial complexities involved with these issues and work closely with our Estate Attorney and Investment Advisor. We highly recommend the team at Wealth Wise Advisors.

— T.M., President

Over the years I have used several accounting firms. Those firms have either been acquired by national firms or the Principals have retired, leaving their practice to others less qualified. My tax return is very complex. It consists of partnerships, limited partnerships, corporate, securities transactions, charitable foundation, and several trusts. It takes someone with unusual skill to manage my tax requirements. I have been so fortunate to find Lorrie Jobe to manage my accounting and tax issues. She is a rare find, and I recommend her to anyone who is looking for a first-class accountant and a first-class person.

— R.M., President

My son and I are so excited about the opening of your own office. We are particularly pleased that our dear old friend, Bill Love, will have an office with you and will be "Of Counsel." The name, Wealth Wise Advisors, is so appropriate for your new venture.

My son and I really appreciate you and the tax help you have given us and our many businesses over the years. We will follow you wholeheartedly and wish you every success in the move to have your own firm.

— R.B., President