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

Ann Watkins, Esq

Megan Flores, Esq

Elder Care Law

Anthony Kirkland, Esq
Kirkland Elder Law

Business Law

Scott Gregory, Esq – Mergers & Acquisitions

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

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.

Find out what drives most financial advisors to switch firms in our latest blog by Casey T. Smith.

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.

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

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