Wise Wealth

08/20/2026

We are so grateful to everyone who joined us yesterday to celebrate the grand opening of our new Southbury office! 🎉

A special thank you to the Southbury Chamber of Commerce for helping us mark this exciting milestone, and to all of our clients, family, friends, and members of the community who came out for our ribbon cutting and open house.

It was a wonderful afternoon, and we feel incredibly fortunate to be part of the Southbury community. Thank you for celebrating with us!

08/12/2026

Inheriting an IRA can be both a gift and a challenge. The rules are complex, but knowing the basics can help protect your retirement:

The 10-Year Rule: Most beneficiaries must fully withdraw all funds within 10 years of the original owner's death.

Minimize Taxes: Spreading out withdrawals over the 10-year period can help you manage your tax bracket and reduce your tax burden.
Consult & Communicate: If there are multiple beneficiaries, consider separating the account.

Learn what steps to take when managing an inherited IRA: https://bit.ly/fgufjsuoiklW

Managing inherited IRA distributions can be a tricky proposition. Take the time to learn the process and avoid prohibitive tax penalties.

07/04/2026

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

Wishing you a safe, relaxing holiday filled with family, friends, and time to celebrate the freedoms we are so fortunate to enjoy.

Have a wonderful Independence Day!

06/17/2026

Nothing says summer break quite like ice cream! 🍦☀️

Wise Wealth was happy to treat the 4th grade classes at Chase Elementary School in Waterbury to ice cream as they kicked off summer vacation. We hope everyone has a fantastic summer and comes back refreshed in the fall for another great school year!

06/15/2026

We've been busy getting settled into our new home over the last few weeks, and we're excited to officially welcome clients, friends, and neighbors to our new office!

📍 1369 Southford Road, Southbury, CT 06488

We're looking forward to becoming part of the Southbury community and can't wait to share our new space with you. Stay tuned for details about our ribbon cutting ceremony and open house coming later this summer!

05/25/2026

Today, we honor and remember the brave men and women who made the ultimate sacrifice for our country.

Wishing everyone a meaningful Memorial Day as we reflect with gratitude on those who served and gave so much for our freedom. 🇺🇸

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. 👀 ✨