Is Portfolio Management Right for You?

Peace of Mind

Worry less about money, gain control of your finances and rest assured your portfolio is being optimized using low cost ETF’s.

Comprehensive Advice

Our CERTIFIED FINANCIAL PLANNER™ professionals, partner CPA's and attorneys provide a seamless and total wealth management experience.

Focus on the Future

Develop a plan to achieve financial freedom in retirement.

Our Approach to
Portfolio Management

We engage in a thorough discovery process to understand your most important financial goals, as well as other desires along the way. Our portfolio management process is designed to guide you through every financial decision so you can live the happy, healthy, comfortable life you’ve always dreamed of.
Working with our CERTIFIED FINANCIAL PLANNER™ professionals, partner CPA’s and attorneys we work with you to develop a financial plan tailored for your circumstances.
We then manage your portfolio using low cost ETF’s via our custodian, TD Ameritrade.
Step 1

Prepare

Meet to establish a baseline of your current financial health.

Step 2

Draft

Discuss goals, areas of concern & develop a path forward.

Step 3

Implement

Review your plan and introduce other professionals as needed (CPA, legal, etc).

Step 4

Monitor

We manage your assets via our custodian, TD Ameritrade.

Going forward, we rebalance and optimize your portfolio quarterly, or as needs arise.
Annual review meetings are conducted to assess your financial health each year, address any life changes and monitor your plan.​
Portfolio management clients pay a low, transparent fee based on the assets we manage for you.

What We Will Cover

Financial Planning

Develop a financial plan to guide you in achieving your long term financial goals.

Asset Management

Build your portfolio to match your financial plan.

Tax Preparation & Legal Services

Our partner CPAs and attorneys provide a seamless & total wealth management experience.

401k
Allocations

Review of your current 401k allocations & recommendations that align with your personal financial objectives.

Education Savings

Have you started saving for college? Assistance with tax advantage savings plans is provided.

Insurance & Risk Management

Are you properly insured? Our team can make sure you have the most appropriate insurance coverage.

Long Term Care Planning

The best time to think about long term care is before you need it. We can help.

Medicare & Social Security

The retirement planning process will include your expected social security income and Medicare costs.

How Wiser is Different

  • Our Advisors are Fiduciaries

    We're legally responsible to act in your best interest.

  • There are no Conflicts of Interest

    We NEVER sell or push products. We don’t even offer them.

  • We Build a Financial Plan & Portfolio for You

    Our CFP® professionals evaluate your financial health and build a plan and portfolio tailored just for you.

  • Our Fees are Simple and Transparent

    We have an easy fee structure based on how much in assets we manage for you or billed as a flat fee.