Wiser News

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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6th Annual ASA Pilot 401k Workshop

On February 7 and 11, the ASA MEC is hosting two investment and retirement-planning workshops in Atlanta at no cost to all ExpressJet CRJ pilots and flight attendants. The sessions, run by Wiser Wealth Management, a private firm owned by a former ExpressJet Captain, Casey Smith, will focus on meeting the attendees’ personal retirement objectives and building an investment portfolio. Wiser Wealth Management has been assisting the ASA MEC and providing this important service for six years. “Our commitment to our pilot group does not […]
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Wiser Wealth Partners with Inrollit to Offer Healthcare & Insurance

Wiser Wealth has partnered with Rick Bailey & Co’s private healthcare exchange, “inrollit” to offer healthcare and Insurance options to Wiser clients. Wiser is not receiving any compensation for the relationship, it is just an added benefit to our clients and friends of Wiser. You can get to the site by going to wiserinvestor.com. Select resources, then healthcare. (Wiser is a fee-only firm and can not receive any compensation from the sale of these products, however we know that these products are needed and we seek partners […]
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Casey Smith Named as 2014 Wealth Manager of the Year

Casey Smith, President of Wiser Wealth Management, Inc was named the 2014 wealth manager of the year in the customer satisfaction category as seen in the October edition of Atlanta Magazine. This is the 4 year in a row that Wiser Wealth has been selected as a Metro Atlanta top wealth manager.
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