Wealthwise Partners
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Providing specialized financial advice for business owners, individuals transitioning into and through retirement, and impact driven investors.
We're here to guide Redding, CA and the greater Northern California region every step of the way.
Walking pads get us through desk days. After hours, we each have our own way of shaking off the day 😂 Team line dance or team shuffle?
10/02/2026
Susan operated a multi-generational farming operation and wanted to keep the business in the family while ensuring her own financial security. Like many business owners, much of her wealth was tied to land, equipment, and the success of the operation. Through a written financial plan, we integrated her business assets, retirement projections, estate planning considerations, and personal financial goals.
Today, she has greater confidence in both her family's future and her own retirement.
We want to help YOU! https://www.wealthwise.partners/contact
10/01/2026
Financial Planning Month is a great reminder that a strong financial plan is about more than numbers. It's about aligning your resources with the life you want to live, the people you care about, and the legacy you hope to leave behind. This month, take time to reflect on where you are today and where you want to go next. The right plan can help turn important goals into meaningful action
Connect with us: https://www.wealthwise.partners/contact
Big news from us! We’re becoming Wealth C&R Partners, a name honoring our fathers, Clarence and Rod, and keeping their legacy alive. The same team you know, with a name close to our hearts. Watch to hear the story…
09/30/2026
As a business owner, your time and energy are two of your most valuable resources. While it can be tempting to wear every hat, trying to do it all can pull your attention away from the areas where you create the most value.
By delegating administrative tasks, operational details, or specialized work, you can spend more time focusing on strategy, growth, and the decisions that move your business forward. Sometimes working smarter means knowing what not to do yourself.
Connect with us: https://www.wealthwise.partners/contact
This is how communication should feel!
09/29/2026
A business can look profitable on paper, but the real story often lies in its cash flow. Whether you're a business owner preparing for growth, succession, or a future sale, knowing what the numbers are really telling you can help you make more informed decisions and better position your business for what's next.
Read the blog: https://www.wealthwise.partners/recent-articles
09/25/2026
After decades of building custom homes in his community, Dave was beginning to think about slowing down. The challenge was that nearly all of his wealth was connected to the business, and he had never formally mapped out what retirement would look like.
We created a written financial plan that brought together his business assets, personal finances, investments, and retirement goals. With a clear strategy in place, Dave now understands how today's business decisions impact tomorrow's financial security.
We want to help YOU! https://www.wealthwise.partners/contact
With the midterm elections coming up, political opinions are about to get louder, and so is the temptation to let them influence your investment decisions.
But here’s the truth: If you lose faith in the future every time your political party wins or loses, you have no business investing.
Investing requires three things:
Time. Markets need time, and your plan needs a process, not political panic every election cycle.
Hope. Investing means believing people will keep working, building, innovating, and solving problems.
Humility. No political party controls the market, and none of us can consistently predict what happens next.
Vote your values. Care about politics. But don’t let politics control your portfolio.
09/23/2026
“The creation of a thousand forests is in one acorn.” – Ralph Waldo Emerson
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1930 West Street
Redding, CA
96001
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