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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

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Check out our latest blog explaining the Mega Backdoor Roth. https://t.co/EBZVj8FSBN
- Monday Feb 17 - 3:15pm

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Casey Smith quoted in @advisorsmagazin article - why your advisor should be fiduciary + fee only = your best intere… https://t.co/Su7EL7BzSD
- Tuesday Feb 4 - 8:45pm

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How does your 401k balance compare to your peers?  Read our latest blog to find out! https://t.co/nH9pb2IRkN
- Monday Feb 3 - 2:45pm