Planning and Asset Management

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 ensures you the best investment recommendations with NO “product pushing.”

What sets us apart from the traditional banks and 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 but we as Registered Investment Advisors (RIAs) work only for you.

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, we have access to a virtually unlimited selection of securities, fixed income, Exchange Traded Funds (ETFs) and options at very low trading cost.

Learn more about how we invest

Need help managing your 401k or company’s retirement plan?

Wiser Wealth Management specializes in retirement plan management and portfolio allocations. 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 without enough funds to support yourself down the road.

Financial Planning

Financial Planning, unlike many things, is actually exactly what it sounds like. It is simply planning to have available the amount of funds needed at the right time to accomplish an individual’s financial goal. Wiser Wealth Management offers comprehensive financial planning to assist you in creating a “blueprint” to reach your goals.

Our process is to first analyze where you are now, ask what your objectives are and then develop a strategy on how to best achieve those goals. Generally, financial planning objectives include, but are not limited to, the following:

Following the completion of a financial plan, you have two options. You can work with us to implement and monitor your plan, or you can use our advice as a springboard for “doing it yourself.”

Our Credentials

Our team assisting you develop your long-term plan is comprised of a financial planner, CPA and an attorney.

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 to achieve success with your financial goals are being undertaken.

To get started, simply give us a call to schedule an appointment. Your first meeting with us is no obligation to you. We will discuss your needs and show you how we can help.

Please call us at 678.905.4450 or Contact Us.

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