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Fiduciary Fee-Only Financial Services
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Financial Planning & Portfolio Management
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Tax Preparation & Bookkeeping

Wiser Wealth Management is about providing the tools to help families and businesses make smarter decisions.

Rely on our fiduciary, fee-only investment advisory firm for a variety of services.

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From Our Blog


Right Now You Need to Do Nothing

“Your best move is to stay invested and keep your fingers crossed.”-Jack Bogle, founder, Vanguard […]


Fear is NOT and Investment Strategy

The stock market has been jumpy the last few months. Greece, the Federal Reserve looking […]


Avoid Tax Settlement Scams

Tax relief companies use the radio, television and the internet to advertise help for taxpayers […]

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