PEACE OF MIND
TRUSTWORTHY ADVICE
FINANCIAL CLARITY
PEACE OF MIND
TRUSTWORTHY ADVICE
FINANCIAL CLARITY
Click here for important disclosure information and to learn more about awards we have received and our firm’s ratings, advisor designations, and associations.
Are you looking to build a relationship with a local financial advisor you can trust?
You’re working hard to achieve your financial goals, but you may not have the time or knowledge to do everything on your own. That’s where we come in. Making wise financial decisions is critical, and it helps to have a team of expert investment advisors in Roswell, GA to navigate through all the options, so you can make the best choices for your future.
At Wiser Wealth Management, our advisory services go beyond mere investment management. We take a comprehensive approach to wealth management, considering all aspects of your financial life. This includes retirement planning, tax strategies, estate planning, risk management, and charitable giving. We aim to optimize your financial position in every facet, partnering with you for the long-term.
If you’re looking for a financial advisor in Roswell, GA, our team is here to help.
At Wiser Wealth Management, we start with comprehensive financial planning, unlike most financial advisory firms who solely focus on your investments. We look at your overall financial picture, including investments, tax planning, estate planning, retirement, and insurance. By tailoring our services to your specific needs, we can help you achieve your financial goals with confidence.
Meet the team that will guide you through every stage of your financial journey.
Michaela Dowdy
Financial Advisor
All of your financial planning needs in one place.
We help you determine which path is best for you.
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.
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.
Roswell, GA History
The city of Roswell was founded in 1839 by Roswell King, who established the Roswell Manufacturing Company. It officially became a city in 1854.
Roswell is located on Georgia Highway 400 and is currently the home of many corporate headquarters, tech businesses, and other industries. With such a strong economy, the small-town appeal of Roswell has made it a popular place for families.
The city’s population is around 90,000, and the median income is about $103,689, well above the national median income for families estimated at $79,900.
Roswell enjoys a solid Parks and Recreations Department, which has received much praise from the Georgia Parks & Recreation Association. The department was recognized as the best department in the state eight times.
Thanks to this department, Roswell enjoys many activities and programs designed for its citizens, many of which take place in the city’s trail system. This area is abundant in natural parks, with an estimated 890.38 acres of parkland.
The city also encourages economic growth in the area through the City of Roswell Economic Development Incentive Policy. The policy aims to assist new businesses in starting up in Roswell or even help new businesses relocate to the area. The city also offers some property tax exemptions for certain goods. For example, finished goods produced in Georgia within the last year enjoy a 100% tax-exempt.
Sources: City of Roswell, New Georgia Encyclopedia
Resources
Keeping you informed on important financial topics related to personal finance, investing, and more!
In these short educational videos, the Wiser team discusses a different financial topic each week.
Our podcast covers retirement planning, tax planning, investing, insurance, and estate planning.
