tax

Wiser Wealth Supporting Services

The key to success is knowing and working with the best. We have a select group of business partners that we work with to provide each client with services that fall under wealth management.

Tax Preparation & Planning

Michael Sute, CPA
SUTE CPAs

Estate Planning

Ann Watkins, Esq
GDCR
Megan Flores, Esq
GDCR

Elder Care Law

Anthony Kirkland
Kirkland Elder Law

Business Law

H. Scott Gregory
GDCR

Bookkeeping and Payroll

Meredith Gay
Wiser Wealth Management

Data is reconciled on a monthly basis with reports provided to help the business owner maintain clean and accurate books. Weekly reporting can also be provided.

Wiser Wealth has a partnership with ADP to provide payroll services to our business clients. Wholesale savings are passed on directly to our clients.

Retirement Plan Solutions

We offer small business retirement plan solutions through TD Ameritrade, Charles Schwab, ADP, PayChex and Ubiquity. Wiser operates as the co-plan fiduciary, offering unbiased, non-commission advice on company retirement plans. Download Brochure.