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South Florida Retirement Specialist

Wealthwise Technologies has worked hard to establish an excellent reputation for providing financial services, prudent investing and portfolio analysis in the Fort Lauderdale, Florida area. We have been providing financial services to the people of South Florida for the last three decades. We value every client and we strive to address and exceed your expectations. Do not hesitate to contact us with any questions you may have regarding any financial services.


Plantation Investments and Retirement

You will find a wealth of information in the form of newsletter articles, calculators, and research reports. Here at Wealthwise we hope your visit, to our site, will help you understand the opportunities and potential rewards that are available when you take the Wealthwise proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with Wealthewise Technologies to pursue your financial goals.

We’re here to educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.


Retirement & Financial Planning | 401(k) | 403(b) | 457 | DROP | Pension Plans | Annuity | Investements | Life Insurance | Long Term Care | Investor Education | Plantation | Sunrise | Davie | Weston | Fort Lauderdale | Hollywood | Pembroke Pines | Coral Springs | Tamarac | Florida


We are committed to protecting your privacy. The information you enter on our site is held in confidence between you and us. We do not sell, trade, or rent your personal information to others. This privacy statement discloses how the information you provide is used and protected. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Jeffrey D. Bliss is not a CPA and does not offer tax and/or legal advice. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through Global Financial Private Capital.