Do it Wisely

Who We Are

Our Mission

We believe in helping successful organizations, families and individuals maximize their financial impact for the people and causes that matter to them the most. We believe it is very important to give back to the community through both business and personal opportunities. Therefore, we are committed to serving clients that possess the same values. We believe in creating strong, long-term relationships by providing the utmost integrity in our practice. We provide our clients with innovative financial strategies by crystallizing their financial objectives, strategically protecting their assets, implementing tax minimization strategies, helping to maximize returns and alleviating portfolio volatility.

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Photo of Joyce Yoo

Joyce J. Yoo

Executive Partner

About Joyce

Joyce J. Yoo is the Executive Partner at Wisely. From the start of her career as a Financial Services Professional, her focus has always been on building credibility through trust. With this as the foundation of her work, she has passionately worked for over a decade to provide her clients with fully customized, personal and need-based financial strategies for their future.

As a subject-matter expert, Joyce is dedicated to constantly studying in an ever-evolving field. Her knowledge of the industry, coupled with her desire to work with integrity, transparency and honesty, allow her to be the strongest advocate for her clients.

Joyce is extremely honored to be recognized as 2020 Advisor Today’s recipient of the Four Under Forty distinction. She is also a Court of the Table member of the Million Dollar Round Table since 2010 and has achieved recognition as part of New York Life’s Chairman’s Council2 in 2019, an honor reserved for the top 3% of producers. One of her proudest accolades is being a member of Nautilus Plus, which is a highly selective, elite group of skilled professionals that is limited to the top 30 members of The Nautilus Group®, those who are among the most accomplished in the industry. Prior to joining the industry in 2009, she served as a mentor to college students and led a church ministry. In her free time, Joyce enjoys volunteering, leading Bible study, hiking, writing, collecting wine, and traveling.

(CA Insurance Lic. #0G20813)

1The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

2Council is an annual company recognition program based on agent production from July 1- June 30.

The Nautilus Group® - Our Strategic Resources

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The Nautilus Group® is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.

Since every client has unique requirements, The Nautilus Group® staff and its Member Agents employ an individualized case development strategy, working on a team basis with the clients' professional advisors.

Member Agents of The Nautilus Group®, through their expertise and commitment to this team approach, can provide resources, services and solutions that help their clients work with their own professional advisors to attain clarity on their financial situation and also help achieve their business and estate planning objectives.

This consultative process fosters an understanding between the client, the Nautilus Member Agent, and the client's circle of advisors. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients' complex objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.

The Nautilus Group® is located in Dallas, TX and is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance and philanthropic planning. This team provides dedicated support for Nautilus Member Agents, an elite group of experienced insurance and financial industry leaders, firmly committed to a team planning concept.

The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.

Outreach

World Vision

We volunteer for and support World Vision, a humanitarian organization that works with children, families and communities worldwide by taking on important issues such as poverty and injustice. They work in over 100 countries and provide emergency assistance to those affected by disasters and conflicts. We are proud to be a part of their Advisor’s Network.

Hanna Orphan's Home (HOH)

We volunteer for and support Hanna Orphan’s Home (HOH), a non-governmental organization that has helped orphans be self-sufficient in Ethiopia after unfortunate circumstances.

Harmony Outreach

We volunteer for and support Harmony Outreach, an organization that works in China, Cambodia, Ethiopia and Vietnam in order to provide compassion work. Harmony Outreach has been active since 2001, and has helped establish orphanages and churches in the countries where they are active.

St. Jude Children’s Research Hospital

We support St. Jude Children’s Research Hospital, an organization committed to leading the way the world understands, treats and defeats childhood cancer and other life-threatening diseases. At St. Judes, no child is denied treatment based on race, religion or a family's ability to pay.

Muttville Senior Dog Rescue

We support Muttville whose mission is to give senior dogs a second chance at life. Muttville rescues these dogs, gives them the care they need and finds them loving homes. Muttville has been recognized for its groundbreaking approach to animal rescue.

Joyce J. Yoo

Photo of Joyce Yoo

Joyce J. Yoo is the Executive Partner at Wisely. From the start of her career as a Financial Services Professional, her focus has always been on building credibility through trust. With this as the foundation of her work, she has passionately worked for over a decade to provide her clients with fully customized, personal and need-based financial strategies for their future.

As a subject-matter expert, Joyce is dedicated to constantly studying in an ever-evolving field. Her knowledge of the industry, coupled with her desire to work with integrity, transparency and honesty, allow her to be the strongest advocate for her clients.

Joyce is extremely honored to be recognized as 2020 Advisor Today’s recipient of the Four Under Forty distinction. She is also a Court of the Table member of the Million Dollar Round Table since 2010 and has achieved recognition as part of New York Life’s Chairman’s Council2 in 2019, an honor reserved for the top 3% of producers. One of her proudest accolades is being a member of Nautilus Plus, which is a highly selective, elite group of skilled professionals that is limited to the top 30 members of The Nautilus Group®, those who are among the most accomplished in the industry. Prior to joining the industry in 2009, she served as a mentor to college students and led a church ministry. In her free time, Joyce enjoys volunteering, leading Bible study, hiking, writing, collecting wine, and traveling.

(CA Insurance Lic. #0G20813)

1The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

2Council is an annual company recognition program based on agent production from July 1- June 30.

<< Back to Our Team

The Nautilus Group®

The Nautilus Group® is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.

Since every client has unique requirements, The Nautilus Group® staff and its Member Agents employ an individualized case development strategy, working on a team basis with the clients' professional advisors.

Member Agents of The Nautilus Group®, through their expertise and commitment to this team approach, can provide resources, services and solutions that help their clients work with their own professional advisors to attain clarity on their financial situation and also help achieve their business and estate planning objectives.

This consultative process fosters an understanding between the client, the Nautilus Member Agent, and the client's circle of advisors. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients' complex objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.

The Nautilus Group® is located in Dallas, TX and is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance and philanthropic planning. This team provides dedicated support for Nautilus Member Agents, an elite group of experienced insurance and financial industry leaders, firmly committed to a team planning concept.

The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.

<< Back to Our Team

What We Do

Business Solutions

Personal Solutions

Our Process

We understand the things that are important to you. That is why our relationship with you and the process for securing your future begins there.

Our teams put our considerable experience to work on your behalf, incorporating the knowledge of the elite professionals at The Nautilus Group®who are experienced in tax, law, financial planning, accounting, and philanthropy. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

Our Six Step Process

  1. Clarify your concerns and objectives
  2. Provide a clear analysis and projection of your financial information
  3. Collaborate with your circle of advisors
  4. Explore possible strategies to achieve your goals
  5. Implement and create a summary of your plan
  6. Monitor and review your plan

Client Resources

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