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

Retirement Plan Solutions

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.

Bookkeeping and Payroll

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.

125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

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