Built on experience. Powered by modern technology.

Bradley “Brad” J. Wise
CLU, CHFC, CMFC
Principal and Chief Investment Officer

WCM is founded and led by Bradley “Brad” J. Wise, a 39-year veteran of the wealth management and financial markets industry.

His decades of experience form the foundation of our approach — one built on consistency, discipline, and deep market insight.

“At WCM, we build strategies that help our investors make money consistently.”

Today, we amplify that foundation using state-of-the-art technologies — from cloud infrastructure to AI-driven analysis — integrating Brad’s time-tested principles with modern tools to deliver streamlined, adaptive, and scalable investment solutions.