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Michael Sute, CPA
SUTE CPAs
Ann Watkins, Esq
GDCR
Megan Flores, Esq
GDCR
Anthony Kirkland, Esq
Kirkland Elder Law
Scott Gregory, Esq – Mergers & Acquisitions
GDCR
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.
A new episode of the Wiser Wealth Roundtable podcast is now available! The team discusses how the coronavirus vaccine development and the election have driven the market results seen in November. Listen on Apple podcasts or our blog. https://conta.cc/37jx7ri
Find out what drives most financial advisors to switch firms in our latest blog by Casey T. Smith. https://wiserinvestor.com/why-advisors-switch-firms/
The Dow Jones Industrial Average hit a record high this week on news of multiple coronavirus vaccines. Brad Lyons, CFP® explains in today's blog. https://conta.cc/2Je3tLI
Are you contributing to a Health Savings Account (HSA)? The HSA is often an overlooked and underutilized savings vehicle. Matthews Barnett, CFP®,ChFC®,CLU® explains in our latest blog. @moneyguypro https://conta.cc/3nRRAdh
125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060
