Wiser News

Casey Smith was a Guest on School For Startups Radio

Casey Smith was recently interviewed by Jim Beach, the host of School For Startups Radio. Jim’s show is on 12 am/fm radio stations and also available online. You can view/listen to Casey’s interview at the link below: Casey Smith on School For Startups Radio.
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Casey Smith’s Teaching Children About Money Article Published in AJC

In the September 23rd edition of the Atlanta Journal and Constitution, Casey Smith was a guest writer, submitting his article on  Teaching Your Children About Money. A different version of the article also appeared in the Cobb Business Journal. The original blog can be found here. AJC article here.
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Casey Smith to Moderate a Panel at September 15th Atlanta Family Office Trends Event

Casey Smith will be moderating a panel on portfolio allocation at the September 15th Atlanta Family Office Trends Event. This exclusive event is oriented towards persons in the Family Office industry working primarily for single family offices, Ultra High Net Worth Individuals as well as multi-family offices. The agenda for the day is reviewing trends in family offices with leading experts on the subject matter. This event is for people who presently run or are considering launching a Family Office. Agenda
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Wiser Welcomes Jana Prance to Our Team

We are excited to announce the addition of Jana Prance to the Wiser team. Jana is a recent graduate of Berry College, where she majored in Accounting and Finance. We look forward to her advancement within our firm. Currently Alexa Brannen is in charge of client services and office management. With the addition of Jana, Alexa will transition to Office Manager when she returns from maternity leave in January. Jana will be taking over the role of client services which includes answering your phone calls, […]
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Casey’s Blog on Teaching Children About Money Featured in Cobb Business Journal

Casey’s Wiser Blog article on teaching children about money was chosen by the Marietta Daily Journal and Cobb life Magazine as a featured article in print and on line. You can view the article here.
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LaTrelle Allen Retires

LaTrelle Allen Announces Her Retirement I began working with LaTrelle in late 2004 when I leased office space within Wiser Financial Services. LaTrelle struck me right away as a very dedicated employee. In 2007, when I purchased Wiser and rebranded the company, LaTrelle came along for the ride. She was so dedicated that she continued to show up for work for three months without pay! Mr. Wiser even had a retirement party for her! LaTrelle kept telling me that I needed her and she was […]
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Wiser Wealth Management, Inc congratulates Dr. Brad Bushnell, MD on his appointment to the Berry College Board of Trustees.

Wiser® Wealth Management, Inc congratulates Dr. Brad Bushnell, MD on his appointment to the Berry College Board of Trustees. In celebration of Dr. Bushnell’s success, Wiser® Wealth Management, Inc is donating $1,000 to the Dr. Bushnell led, Berry College Billy Yeomans Land Management Scholarship Fund. We challenge friends of Berry and Berry Alumni to help us fully fund this scholarship. With 27,000 contiguous acres of woodlands, meadows, streams, and mountains, Berry College has earned national acclaim as one of the most beautiful college campuses in […]
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Cobb County Top 25 Small Business of the Year

Wiser® Wealth Management named 2015 Top 25 Small Business of the Year Atlanta-area firm recognized by the Cobb Chamber ATLANTA – April 16, 2015 —Wiser® Wealth Management, a Marietta, GA based wealth management firm has been named as one of the Cobb Chamber’s Top 25 Small Businesses of the Year. Each year, the Cobb Chamber celebrates the achievements of small businesses that contribute to the vitality of the community with the announcement of its top 25 small businesses. The list represents a diverse group of […]
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Wiser Wealth Welcomes Peter Fullen, CPA to the firm

We are pleased to announce that Peter Fullen has joined Wiser Wealth Management. Peter will be managing the tax and bookkeeping side of Wiser Wealth. Peter has been working on the Marietta Square for over twelve years managing his own practice of 250+ clients. We are happy to have his expertise in the office.
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Wiser Wealth Management to Sponsor the LMK Foundation Casino Night – Press Release

FOR IMMEDIATE RELEASE Dayna Reed 678-787-1968 [email protected]   Wiser® Wealth Management to sponsor Laona M. Kitchen Foundation Casino Night Atlanta based wealth management firm supports local charity dedicated to Alzheimer’s care   ATLANTA – February 16, 2015 — Wiser® Wealth Management, a Marietta, GA based wealth management firm is giving back to charity by hosting the red carpet at the 2015 Laona M. Kitchen Foundation Casino Night fundraiser. The event will be held at The Marietta Country Club on Saturday, February 28, 2015 from 7 […]
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You can easily judge the character of a man by how he treats those that can do nothing for him. James D. Miles
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When viewed over a 10-year period, about 92% of actively managed eurozone equity funds trailed their respective benchmark. #index
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