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

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.

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678-905-4450[email protected]
Google Rating
5.0
Based on 65 reviews
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