Smart guidance for lifelong financial security

Let’s Talk
Wealthy Wize

About Us

Wealthy Wize empowers families with AI-driven tools and licensed professionals, and simplifies wealth creation, retirement, and legacy planning to ensure no family is left behind.

Recognized by the media

Our Impact in Numbers

At Wealthy Wize, we measure success by the families we empower. Every number reflects trust, education, and protection.

20+

Years of Financial Expertise

50

States licensed service coverage

1000+

Families targeted for financial empowerment

Services Offered

Life Insurance Solutions

Protection with living benefits coverage

Retirement Planning

Secure income for retirement years

Estate Planning

Safeguard assets, plan lasting legacy

College Savings & Child Plans

Build tax-advantaged education funds

Tax Optimization & Diversification

Maximize growth, minimize tax impact

Healthcare & Disability Protection

Coverage for health and income

shape_05 shape_06
Founder Story

From IT Expert to Financial Educator

A seasoned entrepreneur and financial professional, Thiru brings over two decades of expertise in IT, data engineering, and financial services offering trusted guidance in insurance, retirement, and estate planning.

20+

years of experience in IT, data engineering, and financial services

100%

about financial education, legacy creation, and empowering communities.

shape_05

Protecting wealth with trusted financial strategies

Licensed in all 50 States

Nationwide financial services for clients everywhere.

AI-Powered Calculators

Smart tools for college, retirement, and tax planning.

Holistic Financial House Model

Covering Protection, Savings,
Growth, Legacy

Education-First Approach

We focus on awareness before selling products

Diverse Team Network

Multilingual professionals across USA & Canada

Client-Centric Planning

Tailored strategies aligned with individual goals and life stages

Our Upcoming Workshops

See some of our client success story in details.

Aproach

Consultants specializing in strategy support organizations in achieving competitive excellence through deliberate.

FINAL results
  • Expanded investment via Innovative Solutions.
  • Improving risk management with advanced analytics.
  • Grow profit, enhanced clients satisfaction.
Full Case Study

Aproach

Consultants specializing in strategy support organizations in achieving competitive excellence through deliberate.

FINAL results
  • Expanded investment via Innovative Solutions.
  • Improving risk management with advanced analytics.
  • Grow profit, enhanced clients satisfaction.
Full Case Study

Aproach

Consultants specializing in strategy support organizations in achieving competitive excellence through deliberate.

FINAL results
  • Expanded investment via Innovative Solutions.
  • Improving risk management with advanced analytics.
  • Grow profit, enhanced clients satisfaction.
Full Case Study

Secure Your Future.Build Lasting Wealth.

Begin your journey with trusted professionals and simplify financial decisions.