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.

Recent Tweets

April is Financial Literacy Month, which is a national campaign for both students and adults to bring awareness to financial education. Check out this YouTube video and blog post to learn more! #financialliteracy #finance https://conta.cc/3mP5e1s https://conta.cc/3tnUoSy

On this week's episode of the Wiser Roundtable podcast, the team provides Q1-2021 market commentary and performance results. Listen on Apple podcasts or your favorite listening app.
https://conta.cc/3snVoFj

A new Wiser Roundtable #podcast drops tomorrow where the team discusses Q1-2021 market performance. Listen to a sneak peek before the episode is released tomorrow! #economy #stockmarket

Casey and Matthews tackle five topics in less than 20 minutes on the Wiser Weekly Roundup! Topics include S&P 500 at 4,000, Archegos, Many Can’t Get Mortgages, Suez Canal and the Biden Infrastructure Bill. Watch on YouTube. https://conta.cc/3d4Vlto

Retiring at 50 or even age 55 is possible, you just have to be disciplined. Casey T. Smith provides tips on how to achieve early retirement in today's blog and video short. https://conta.cc/3t8NOj2
https://www.wiserinvestor.com/blog

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