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Wiser Wealth Management, Inc
White-glove wealth planning and guidance in Marietta
5
Business
$$$
Est. 2001
White-glove wealth planning and guidance in Marietta
Wiser Wealth Management, Inc delivers white-glove wealth planning in Marietta, offering organized, thorough financial guidance focused on clients' goals. Clients praise clear next steps, accessible advisors, and a client-first approach—helping with retirement planning and trusts. The firm also shares educational podcasts and videos, and emphasizes personalized, trustworthy service.
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Personalized strategies to secure your financial future and manage retirement savings effectively.
Expert guidance on setting up and managing trusts for family members with special needs.
Comprehensive portfolio management to optimize returns and align with your financial goals.
CPA-backed advice to minimize tax liabilities and enhance your wealth preservation.
Access to podcasts, YouTube videos, and client meetings for ongoing learning and support.
Thorough assessment of your financial situation to create clear, actionable plans for growth.
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Overall rating
George Montgomery
What a pleasant experience we've had working with Michaela & Carolyn at Wiser. The tools they used have been extremely helpful in showing a projection on where our investments can go. Very comfortable dealing with them
Alex Gulick
Outstanding services and experience using them for financial planning!
Valerie Pierce
I had a financial emergency something that needed to be handled right away. I left a message and I got a call right back. I would highly Recommend Wiser for any of your financial needs
Susan Diehl
Michaela and Caroline were great to work with. They provided me with a lot of useful information to help me navigate my retirement when the time comes.
Gerard Filoramo
Entire team is exceptional. We’ve been with Casey for several years, only regret is we did not find them sooner. They are very informative, respond quickly and go out of their way to provide excellent service. Highly recommend
Caroline Masak
This firm brings positivity, professionalism and true understanding from start to finish of your personal planning process. Michaela and Caroline did a wonderful job of listening, understanding and creating a plan tailored to our future. We felt heard and guided throughout the entire process. Highly recommend!
