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

Estate Planning

Michael Sute, CPA
SUTE CPAs

Ann Watkins, Esq
GDCR

Megan Flores, Esq
GDCR

Elder Care Law

Anthony Kirkland, Esq
Kirkland Elder Law

Business Law

Scott Gregory, Esq – Mergers & Acquisitions
GDCR

Bookkeeping and Payroll

Meredith Gay

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.

Recent Tweets

Wiser Wealth ManagementFollow

Wiser Wealth Management @WiserWealthMgt·

31 Jul

Are you facing early retirement? Here’s how to prepare. https://conta.cc/3fiwv7l

Reply on Twitter 1289194795894595584 Retweet on Twitter 1289194795894595584 Like on Twitter 1289194795894595584 Twitter 1289194795894595584

Wiser Wealth Management @WiserWealthMgt·

27 Jul

How does a 401(k) work after retirement? https://conta.cc/30P5eEl

Reply on Twitter 1287830585923252224 Retweet on Twitter 1287830585923252224 Like on Twitter 12878305859232522241 Twitter 1287830585923252224

Wiser Wealth Management @WiserWealthMgt·

21 Jul

Should you pay off your #mortgage? There are a variety of things to consider like #taxes, #interest and peace of mind. Read more in today's Wiser Wealth #blog. https://conta.cc/30vwszv

Reply on Twitter 1285557682557026304 Retweet on Twitter 1285557682557026304 Like on Twitter 12855576825570263042 Twitter 1285557682557026304

Wiser Wealth Management @WiserWealthMgt·

20 Jul

Can Your 401(k) Impact Your Social Security Benefits? https://conta.cc/3hof0UB

Reply on Twitter 1285288071785848832 Retweet on Twitter 1285288071785848832 Like on Twitter 12852880717858488321 Twitter 1285288071785848832

Wiser Wealth Management @WiserWealthMgt·

17 Jul

Running up big balances on credit cards can be expensive. How can you cut down on debt & save money on interest? https://conta.cc/32o5FaV

Reply on Twitter 1284134781094170624 Retweet on Twitter 12841347810941706241 Like on Twitter 12841347810941706241 Twitter 1284134781094170624