Wiser Wealth Management, Inc.
The Wiser Wealth Management team is committed to helping clients identify, understand and commit to a long-term planning and investment objective that is both realistic and appropriate. Our investment and planning solutions are based on putting the client first, by operating as a fee-only firm and accepting fiduciary responsibility.
Our services include portfolio management, financial planning and business retirement plans. Quality tax and legal services are offered through seamless professional partnerships. Financial planning is offered under a traditional asset under management, fee-only approach. Hourly planning is also available.
For planning & asset management, our team will provide a full scope of support for your financial health. Our process starts with an organization meeting to establish a baseline of your current financial health. We then have an interactive draft meeting to discuss goals, areas of concern and lay out a concept on how to improve from the established baseline. Our delivery meeting will cover how to best allocate your resources to obtain your financial goals and introduce other professionals (CPA, Attorney, etc.) as needed. Ongoing annual review meetings are conducted to assess your financial health each year.
Our advisors are fiduciaries. We have a legal responsibility to act in a trustworthy and responsible way.
There are no conflicts of interest. We don’t push products. Instead, we work with you to develop a financial plan that suits your needs.
We build a financial plan and portfolio for you. Our CFP® professionals evaluate your financial health and build a plan and portfolio tailored just for you.
Our fees are simple and transparent. We have an easy fee structure based on how much assets we manage for you or billed on an hourly basis.