Casey Smith named 2020 Five Star Wealth Manager

five star wealth manager

Casey Smith has been named a Five Star Wealth Manager by Five Star Professional.  The award is featured in the October 2020 edition of Atlanta Magazine. Each year, Five Star Professionals recognize outstanding Atlanta area wealth managers.  This is Casey’s ninth year on the list.

Five Star Professional uses its own proprietary research methodology to name outstanding professionals, then works with publications such as Atlanta magazine to spread the word about award winners. Each award candidate undergoes a thorough research process before being considered for the award.

“We are honored to be recognized for doing the work we love to do,” said Wiser® Wealth Management President Casey Smith. “To be able to help families on their path to financial freedom is rewarding and humbling.”

Smith has been the recipient of numerous accolades and awards from national and regional organizations. He has also been quoted as a wealth management expert in a variety of publications including The New York Times, Wall Street Journal and Barron’s.

To find out more about Wiser® Wealth Management, visit www.wiserinvestor.com. Fans are encouraged to ‘Like’ Wiser Wealth Management on Facebook, follow on Twitter, follow on Instagram and view on LinkedIn to stay up to date on all news and events. The firm also produces the Wiser Roundtable podcast. Listeners can find the show on their favorite podcast listening app like Apple Podcasts, Google PodcastsTuneIn RadioStitcher and Spotify. For show notes and full episodes, check out the Wiser® Wealth Management blog.

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Randy Hargett of Capstone LTC Advisors joins Casey Smith on the podcast to discuss long-term care insurance. The two discuss the various types of insurance policies & how a financial plan helps determine how much insurance you truly need. #longtermcare https://conta.cc/2RQ9saL

Should you react to market volatility around election time? Casey Smith provides advice in today's blog. https://conta.cc/2RL4V9k

We spend a lot of time worrying about running out of cash in retirement. You might be surprised to see some of the things you'll find yourself spending less on in your golden years. https://conta.cc/2RGaBl6

Attorney Anthony Kirkland joins the #podcast this week to discuss #Medicaid, #Medicare and nursing homes. Anthony has been practicing law for 38 years and focuses on the areas of #elder law, estate planning, #probate and #estate administration. https://conta.cc/3hBxkcv

Attorney Anthony Kirkland joins the Wiser Roundtable #podcast this week to discuss how to qualify for #medicaid. The episode comes out TOMORROW! You can listen on Apple Podcasts or your favorite listening app.

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