Client Relationship Summary

Introduction
WealthWise Asset Management, LLC, is registered as an investment advisor with the State of California. Our advisory services are fee-only. We do not have any products to sell and earn no commissions or fees on any investment we recommend. Free and simple tools are available to research firms and financial professionals at www.investor.gov/CRS, which also provides educational materials about investment advisors and investing in general.

Services: ‘What investment services and advice can you provide me?’
We offer financial planning and investment advisory services to retail investors. These services include wealth management (a combination of financial planning and investment management). We also offer financial planning or investment management (portfolio construction and monitoring) as stand-alone services. We work closely with you to identify your financial situation, investment goals and objectives, and risk tolerance when developing an individualized investment approach.

Accounts, Investments, and Monitoring
We provide services to individual, joint, retirement, trust and estate accounts. We primarily utilize exchanged-traded funds, mutual funds, stocks, bonds, and precious metals in constructing portfolios. We do not offer proprietary investment products. As part of our standard service, we monitor portfolios and securities on a regular and continuous basis and offer to meet with you as often as you need (at least annually).

Investment Authority
We offer our services on a perpetual and discretionary basis. Our engagement will continue until you notify us otherwise in writing.

Account Minimums and Other Requirements
We do not require a minimum account size in order for you to open/maintain a relationship.

Additional Information
For more detailed information about our services, please review our Form ADV Part 2A (brochure), available on our website (www.wealthwiseassetmgmt.com).

Fees and Costs
Hourly Fees: ‘What fees will I pay?’
Hourly fees for financial planning and portfolio management are $150/hour, billed in 15 minute increments. We can evaluate the nature and complexity of your needs and provide you with an estimate for total hours and overall cost prior to engaging us for these services.