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Wiser Wealth is about providing the tools to make you a smarter investor and decision maker.  A smarter investor keeps his or her portfolio diversified, managing assets for a maximum gain with the least amount of risk, while seeking to keep cost low.  Tax preparation done in a smarter way will provide comprehensive assistance, complete with asking you the right questions in search of more deductions, instead of just simply processing the documents given.  A smarter vehicle for leaving your estate to your family is through a Revocable Living Trust.  Most importantly, there’s a smarter path to selecting a financial advisor. Choose one who will work only in your best interest and accept fiduciary responsibility.

Wiser Wealth Management, Inc, located in Marietta, Georgia, is a fiduciary, fee-only investment advisory firm offering investment management, tax planning and preparation services, as well as financial and estate planning.  We provide a process, not a commission sales presentation.

In the financial world today, there are two types of advice available to investors: brokerage accounts and advisory accounts.  Unfortunately, most investors don’t know the very important difference between the two accounts.  In fact, most are not aware a difference exists.  Here at Wiser Wealth Management, we are Registered Investment Advisors, which means that we have a fiduciary duty to act in your best interest. Click here to learn more about the differences between us and stockbrokers.

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