Investing

Here at Wiser Wealth Management, we provide advice, not products. We are a “fee only”  Registered Investment advisory firm. We do not receive any kind of commissions or 12B-1 fees from any financial services provider. This insures you the best investment recommendations with NO “product pushing.”

What sets us apart from the traditional brokerage houses is that we have a fiduciary duty to act in the best interest of our clients. A Registered Representative works for his or her brokerage company; we as Registered Investment Advisors (RIAs) work only for you.

Click here to learn more about RIAs and Brokers.

We realize that investing is not one-size-fits-all. After creating or reviewing your financial plan, Wiser Wealth Management builds custom portfolios using index funds to match your plans long term objectives. Through our custodian, TD Ameritrade Institutional Services, we have access to a virtually unlimited selection of securities, fixed income, Exchange Traded Fund (ETF) and options at low trading cost.

Click here to learn more about how we invest.

Need help managing your company’s retirement plan?

Wiser Wealth Management specializes in retirement plan management and reviews. Qualified retirement savings through your company’s plan is a great way to defer income and save for financial independence. However, if you are invested in the wrong choices within your plan, you probably aren’t maximizing your portfolio’s return. This could leave you having few, or even not enough, funds to support yourself down the road.

Our Credentials

Wiser Wealth Management is comprised of a CPA, Attorney and Financial Planner that make up a team, working for you. These professional designations are the result of, as well as an indication of, the level of knowledge and experience gained in fields related to our business. This helps us to truly assure you that the best options are being chosen to achieve success with your investment portfolio.

Wiser Wealth Management: 678.905.4450  ext 1.

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