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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Our Services

We offer a free assessment of your personal financial risk tolerance and will compare it to your current portfolio.


From Our Blog

Who Makes up the Fortune 500 Companies?

Landing on the Fortune 500 is a pie-in-the-sky dream of many business owners. The most […]

What Britain Leaving The EU Means

The EU (European Union) was established following the end of WW II in order to […]

Get Inspired by These 3 Effective TED Talks

The most esteemed TED Talks are the ones that surprise and delight while delivering keen […]

3 Business Books Worth Reading

What do some of the most successful people throughout history have in common? They never […]

Social Security – Don’t Rush for the Payout

When planning for clients we use social security optimization tools to help us give the […]

Why Stocks Went Down When Oil Went Down

Equity markets descended in January alongside oil prices, while testing new lows with a visible […]

Social Security Planning Update – A Loophole is Closed

During the financial planning process here at Wiser, we use planning software to determine the […]

ASA Empower 401k Change

TO: Atlantic Southeast Airlines 401k Plan Participants On November 2, 2015 some changes took place in […]

Checking a Broker’s Background Gets a Mandatory Link

FINRA, the regulatory authority for stock brokers and investment advisors, has recently approved a new […]

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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