Disclosures

Client satisfaction – Score calculated based on client feedback via satisfaction survey conducted after annual review meetings.
 
Client retention- Score calculated based on total clients from 2015-2020 minus clients lost divided by total clients.  

Recent Tweets

Today's #podcast is in celebration of #campaign season as we compare & contrast the #Trump vs #Biden tax plans. The team talks corporate tax rates, 401k contributions, capital gains, estate planning & death #tax. #election https://conta.cc/2HnNAl8 @wiserinvestor @moneyguypro

Listen to the latest Wiser Roundtable #podcast today on Apple Podcasts! The team review third quarter #market and #portfolio performance and the #economic outlook for the remainder of the year. @wiserinvestor @cashflowcaptain @moneyguypro https://conta.cc/2IuZ7Q0

Is October really a "scary" time for markets? Matthews Barnett explains in our latest #blog. @moneyguypro #octobereffect https://wiserinvestor.com/does-october-effect-really-exist/

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