STRATEGIC ADVICE
PEACE OF MIND
DEDICATED SERVICE
STRATEGIC ADVICE
PEACE OF MIND
DEDICATED SERVICE
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Inherit wealth? Ensure it’s managed wisely.
Managing an inheritance often comes with complex tax implications and legal concerns that can feel overwhelming. With Wiser Wealth Management, you gain access to fiduciary advisors who help simplify these complexities and align them with your financial goals.
Take control of your financial future by leveraging our knowledge in inheritance management. With Wiser Wealth Management, you can integrate your new assets seamlessly into a robust financial plan that meets your long-term vision.
Walk into a Future Where Your Legacy Grows
Envision a future where your inherited wealth is not just preserved, but optimized. With Wiser Wealth Management by your side, navigating the complexities of inheritance becomes straightforward and stress-free. Our financial advisors are committed to creating custom financial plans to strengthen your legacy.
All of your financial planning needs in one place.
Are you looking for portfolio management with comprehensive financial planning?
Wiser offers a unique and total wealth management experience including portfolio management and comprehensive financial planning that is tailored to your specific needs. We have a team of financial advisors, a network of trusted CPAs, and attorneys to guide you through every aspect of life, so you can achieve financial freedom. With unlimited access to your dedicated financial advisor, you’ll always have guidance when you need it most.
We’ll develop a portfolio that is aligned with your financial plan, so you can focus on what matters. With our services, you will be able to relax and enjoy life knowing that your finances are in good hands.
Do you manage your own finances but want professional advice on a specific topic?
Financial planning is a necessary and important part of life, but it doesn’t have to be hard. You can get advice from a financial advisor who knows how to guide you toward your goals. We’re here to provide the support you need to stay on the path to achieve financial freedom.
Working with a financial advisor can seem like a daunting task, but it doesn’t have to be. We’ll take the time to get to know you and understand your unique needs so that we can provide tailored advice to help you meet your specific goals. With our flat fee financial planning, we equip you to make confident decisions about your financial future.
Meet the Marietta Financial Advisors who will guide you through every stage of your financial journey.
Michaela Dowdy
Financial Advisor
3 Simple Steps to Financial Peace About Your Inheritance
1.
Meet with Us
We want to get a sense of who you are, where you are on your financial journey. We want to know how to best serve you during this time, and learn about your long term goals.
2.
Design a Financial Plan
Every financial plan is as unique as you. We create a personalized financial plan covering everything from your inheritance, social security, investments, insurance, taxes, and more.
3.
Enjoy Your Journey
We take the questions out of what to do with your inheritance, so you have peace of mind about your financial future.
We help clients write their own stories of success. Yours could be next!
Important Disclosure: The above reviews feed directly in real time and are sorted by newest to oldest. These reviews are from our business page on Google, a third-party review aggregator. We do not control or curate the content, although we do respond to new reviews. All reviews appear to be client testimonials, although reviews could be posted by non-clients who want to endorse our services. We are not able to confirm the identities of reviewers and we do not compensate anyone for their review.
