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

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

On the latest Wiser Wealth Roundtable podcast, the team delves into 5 topics in the news this week.  Those include a summary of an interesting Wall Street Journal article, COVID relief part 2, Bitcoin mania, the GA special elections & market volatility. https://conta.cc/2XyGsXQ

Check out the latest episode of the Wiser Wealth Roundtable #podcast! The team discusses their top fund picks and predictions for the #market in 2021. https://conta.cc/3bqJeXp

Are you ready for #retirement? On this week’s Wiser Wealth Roundtable #podcast, the team discusses four categories you should consider as you prepare for retirement. Lifestyle, managing cash flow, #portfolio management & finding a purpose in retirement. https://conta.cc/3nYBpvo

Load More...