- 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.