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

Wiser Wealth partners with Michael Sute (and his team) at Sute CPAs, who has over 17 years of experience in individual and business tax returns. For our client’s convenience, Michael Sute provides services for our clients at the Wiser office or the Sute CPAs office located in Downtown Kennesaw.

Estate and Business Legal Services

Wiser Wealth partners with the best attorneys in areas of the following specialties:

Estate Planning : Neeli Shah

Estate Planning : Ann Watkins & Megan Flores

Elder Care Law: Anthony Kirkland

Business Law, Merger and Acquisition: Scott Gregory

Business Law: Greg Shenton

Bookkeeping, Payroll

Meredith Gay, CPA provides Wiser business clients with bookkeeping services. 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

Wiser Wealth Management offers small business retirement plan solutions through TD Ameritrade, ADP, PayChex and Ubiquity. Wiser operates as the co-plan fiduciary, offering unbiased, non-commission advice on company retirement plans.

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Please call us for more information at 678.905.4450 or Contact Us.

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