George B. Wislar is President and CEO of Acuity Wealth Management, LLC (Acuity). George believes his purpose is to help clients define their optimum future by identifying core values and beliefs, setting goals and formulating plans for the future. George believes in working closely with clients and devotes much of his time developing and implementing an investment strategy based on their unique goals and visions.
George is an industry veteran offering more than 29 years of experience working with high net worth clients. He has an extensive background in wealth management with particular expertise in portfolio management, life coaching, and financial & advanced planning.
Prior to establishing Acuity Wealth Management, LLC, (formerly known as Wislar Wealth Management, LLC), George was a Senior Managing Director with US Fiduciary, LP and a Senior Vice President with UBS Financial Services, Inc.
Wanting to escape the conflicts of a commission based model, George works only as a Registered Investment Advisor (RIA) with his fiduciary responsibility to the client, not to a large Wall Street firm.
As a portfolio manager and the head of our Investment Committee, George has been at the forefront of developing our highly diversified strategies that look to lower volatility while increasing returns, the “Holy Grail’ of investing. He also brings extensive training in the area of life coaching to help better utilize his client’s wealth as a tool to support their “Optimum Life”. George has spoken at numerous investment meetings and has been quoted in various newspapers and journals. He completed his education at the University of Massachusetts majoring in Economics with a minor in Marketing and holds several professional licenses.
George resides in Hopewell New Jersey, with his wife Eileen and two dogs Lilly and Grace. He serves the Princeton Community Church as a member of the Finance Committee. He is a past President of the Growth Connections Chapter of Business Networking International.