Welcome to Wiser Wealth Management

Investing, Portfolio Management, Tax Preparation and Financial Planning

  • Fiduciary + Fee Only
  • Portfolio Management
  • 401k/SIMPLE/SEP Plans
  • Financial Planning
  • Tax Preparation
  • Estate Planning

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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2014-08-29 16:30