Wise Wealth

03/12/2026

🎉Please join us in congratulating John D’Agostino on being recognized in Fortune Magazine and The Wall Street Journal as a 2025 Connecticut Five Star Professional Wealth Manager.

🏆Out of 3,641 candidates considered statewide for 2025, only the top 6% were selected for this distinction — and John is honored to be among them.

This recognition reflects John’s continued dedication to serving his clients and the thoughtful approach he brings to financial planning each day. We are proud to share this achievement!


*2025 Five Star Wealth Manager Award, created by Five Star Professional. The 2025 award is presented in November based on data gathered within 12 months preceding the issue date. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

02/02/2026

Estate planning mistakes can undo even the best intentions. A clear plan helps protect your assets, spell out medical wishes, and spare loved ones stress. Learn the most common estate planning missteps to avoid and how to get started the right way: https://bit.ly/4bXYVUX

If you've avoided the most common estate planning mistakes, your family will thank you.

01/27/2026

Progress happening at our Southford Road location! 🔨The building team has been hard at work, and seeing the office walls go up makes it all feel very real! We’re looking forward to watching this space come to life over the coming weeks. 👀 ✨

01/20/2026

Demo day! 🛠️ A behind-the-scenes look as work begins on our new Southbury building. Owning this space is something we’re incredibly proud of and represents a meaningful milestone in the continued growth of our firm.

By combining four main-level units into one expanded space, we’re creating room to grow thoughtfully and continue supporting our clients for years to come. We can’t wait to share more as the project comes together!

01/02/2026

Happy New Year! 🎉We’re grateful for our clients, our community, and the opportunity to serve you. Wishing everyone a happy, healthy year ahead.

11/11/2025

Today, we pause to honor the brave men and women who have served our country with courage and dedication. Your sacrifice and commitment protect the freedoms we cherish every day.
From all of us at Wise Wealth — thank you for your service. ❤️🤍💙

10/21/2025

This Halloween season, don’t let your finances give you a fright — build habits that keep your future looking boo-tiful! 🎃

09/11/2025

08/10/2025

Honored to support the Waterbury Fire Fighters Association, IAFF Local 1339 with a new grill for their team. 🚒❤️

Thank you to these dedicated first responders for all you do to protect and serve our area communities.

Thank you to Wise Wealth for their generous donation of a new grill to Station 10! We greatly appreciate the support.

07/31/2025

529 plans just got way more flexible. Thanks to new rules, up to $35K in unused funds can now be rolled into a Roth IRA, plus you can use 529s for K–12 tuition, apprenticeships, and student loans. Learn how to get the most out of your education savings: https://bit.ly/45digwE

See how recent changes to 529 plans can help the beneficiary pay for college and save for retirement.

07/10/2025

Investing isn’t about timing — it’s about time. Staying the course can pay off big. Hear from a market veteran about the "very long-term" mindset that creates generational wealth. 📈 https://bit.ly/3I8fP6G

Time is the secret ingredient of investing, a market veteran says. Over many decades, diversified stock index funds have produced extraordinary results.

07/04/2025

🇺🇸 Happy 4th of July from all of us at Wise Wealth!

Today we celebrate the freedom, resilience, and unity that define our great nation. Wishing you a safe and joyful Independence Day with your loved ones! 🎆