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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.

Schedule Appointment

Recent Tweets

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MoneyGuyProMatthews Barnett, CFP®@MoneyGuyPro·
4h

As I wrote in a blog earlier last month investors bet against Warren Buffett and flocked to $JETS betting the airline industry would turn around after the corona lockdown. So far it has turned out in their favor. #WarrenBuffett #JETS #ETFs #stocks #investing #coronavirus

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MoneyGuyProMatthews Barnett, CFP®@MoneyGuyPro·
2h

NASDAQ-100 Index $NDX has now erased losses from the Coronavirus sell off. From February 19 to March 23 it was down over 30%. #NASDAQ #stocks #Stockmarket #coronavirus #pandemic #selloff

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WiserWealthMgtWiser Wealth Management@WiserWealthMgt·
5h

Will #coronavirus affect Social Security? Matthews Barnett, CFP® discusses in our latest blog. @moneyguypro #socialsecurity https://conta.cc/3dumNhP

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WiserWealthMgtWiser Wealth Management@WiserWealthMgt·
1 Jun

Brad Lyons, CFP® explains in our latest blog why the NASDAQ 100 recently turned higher for the year, while the S&P 500 and the Dow Jones Industrial indexes are still struggling.   @cashflowcaptain #NASDAQ https://wiserinvestor.com/innovation-in-turbulent-times/

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WiserWealthMgtWiser Wealth Management@WiserWealthMgt·
29 May

If your company offers a 401(k) retirement savings plan, as most do, one of the big questions you may have to answer is this: Which version do you want—traditional or Roth? https://www.investopedia.com/articles/retirement/06/moreonroth401k.asp?utm_campaign=rss_headlines&utm_source=rss&utm_medium=referral

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