Why Us?

  • icon-fw Mission Statement
The mission of Fiscal Wisdom is to provide a personalized financial solution that betters the lives of our clients and helps them achieve their long-term financial aspirations. Every client comes from different backgrounds and financial scenarios which leads us to create a customized and specifically tailored financial plan for each client. Fiscal Wisdom can help you protect what you have by making responsible decisions today as well as watching out for your future – helping you avoid potential problems decades down the road. We strive to create the peace of mind that accompanies sound financial solutions.
  • icon-fw Firm Beliefs

All Advisors at Fiscal Wisdom offer unbiased financial advice. This allows the firm to be highly unique in structure – fiercely independent – and proud of it. We don’t manufacture any products nor are we “in bed” with any corporate giant who does. The open architecture we have access to is designed to offer an atmosphere where you’ll receive personalized advice and counsel in an environment which seeks to reduce conflict. We’ve chosen Portsmouth Smartlife as our Broker/Dealer – a completely independent firm. Portsmouth Smartlife is not owned by nor is it an affiliate of any corporate giant. Investment advisory services offered through Fiscal Wisdom. Helping people improve their financial situations is our mission. One definition of insanity is doing what you’ve always done and expecting different results. It is true that in order to work towards improving your outcome you’ll need a proven, systematic process that is easy to implement and maintain. We’ve been entrusted to help hundreds of families, businesses, charities and pension funds towards reaching their goals – truly an honor and a responsibility we do not take lightly.

  • icon-fw Process, not Product
Some financial advisors try to use one-size-fits-all products and solutions to manage your money. Fiscal Wisdom takes a different approach and believes that it’s the process, not the product that makes all the difference. Even a perfect “product” or stock means nothing if the process of utilizing it is all wrong. Creating above-average returns is a result of using the right processes and techniques to identify the best opportunities at the right time.
  • icon-fw Pioneering Thought Leadership
Do you want to be with a leader or a follower? Mike Chadwick and everyone at Fiscal Wisdom do not simply “follow the market” but rather they’ve become a pioneer in their proprietary processes and execution. Mike leads a maverick style of deep value investing that goes against the grain of traditional methods but also creates alpha and provides a margin of safety by following a strict value discipline with an overlay of market cycles and technical tactical tools.

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