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Wiser Wealth Management, Inc
Planificación y asesoría patrimonial de alto nivel en Marietta
5(5 reseñas)
Business
$$$
Est. 2001
Planificación y asesoría patrimonial de alto nivel en Marietta
Wiser Wealth Management, Inc ofrece una planificación patrimonial de alto nivel en Marietta, brindando una orientación financiera organizada y meticulosa centrada en los objetivos de los clientes. Los clientes elogian los próximos pasos claros, asesores accesibles y un enfoque centrado en el cliente, que ayuda con la planificación de la jubilación y los fideicomisos. La firma también comparte podcasts y videos educativos, y enfatiza un servicio personalizado y confiable.
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Estrategias personalizadas para asegurar su futuro financiero y gestionar de manera efectiva los ahorros para la jubilación.
Asesoría experta para establecer y gestionar fideicomisos para familiares con necesidades especiales.
Gestión integral de carteras para optimizar los rendimientos y alinearlos con sus metas financieras.
Asesoramiento respaldado por CPA para minimizar las obligaciones fiscales y preservar su patrimonio.
Acceso a podcasts, videos de YouTube y reuniones con clientes para aprendizaje continuo y apoyo.
Evaluación exhaustiva de su situación financiera para crear planes claros y accionables para el crecimiento.
Wow—how often do you see a company with 160+ reviews and every single one is five stars? Truly well deserved. Having the team at Wiser available for advice and guidance has given me real peace of mind. I feel so much safer managing my daughter’s special needs trust and planning for my own retirement.
Wiser Wealth is very attentive to clients. I love that they are not all about the bottom line, they are about doing what is best for their clients. They've done a great job for me. I also love their podcasts and YouTube videos. I listen to most of them. Even if they don't seem to apply to my situation I sometimes learn things that do in fact apply to me. Thanks to you all!
We Highly recommend Wiser Wealth Management for ALL your Wealth Planning needs for sure. From the first call to Casey to the intro to Shawna. Shawna holds a wealth of knowledge from of ALL aspects of wealth Management with the credentials to back it up. With the years of experience, she exudes excellence. She's a great listener then she acts on everything that she goes over. We feel the trust you should have with a wealth manager vs someone just wanting your money for their commissions. Make an appointment with her today you make a decision. With her CPA background it's paramount to have someone that has your back and look out for you. Taxes will make or break you.
I switched over to Wiser a little over a year ago. Mainly because of Shawna Theriault who I had worked with when I used another firm. The service my wife and I have received from Shawna and the Wiser team has been nothing less than outstanding. They are always readily available, professional and helpful. Of course it also helps that my returns have increased significantly since going with them. At this point in time I wouldn’t trust my financial retirement to anyone else.
Wiser Wealth Management truly delivers white glove service to their clients. They are very organized in their approach to evaluating your financial situation and goals. Their follow through is impeccable. I was impressed by how knowledgeable and thorough they were, and they addressed not only the questions I had, but gave me helpful information about issues I hadn’t thought to consider. I left my client meetings with Financial Advisor Michaela Dowdy feeling clear about next steps and confident that I had made the right decision in retaining this firm.
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