WW
Wiser Wealth Management, Inc
Planification et conseils patrimoniaux haut de gamme à Marietta
5(5 avis)
Business
$$$
Fondée en 2001
Planification et conseils patrimoniaux haut de gamme à Marietta
Wiser Wealth Management, Inc propose une planification patrimoniale haut de gamme à Marietta, offrant des conseils financiers organisés et approfondis axés sur les objectifs des clients. Les clients louent des prochaines étapes claires, des conseillers accessibles et une approche centrée sur le client — aidant à la planification de la retraite et aux fiducies. La firme partage également des podcasts et des vidéos éducatives, et met l'accent sur un service personnalisé et de confiance.
Aucune photo disponible
Des stratégies personnalisées pour sécuriser votre avenir financier et gérer efficacement vos économies-retraite.
Conseils d'experts pour la mise en place et la gestion des fiducies destinées aux membres de la famille ayant des besoins spéciaux.
Gestion complète du portefeuille pour optimiser les rendements et les aligner sur vos objectifs financiers.
Des conseils étayés par un CPA pour minimiser les impôts et préserver votre patrimoine.
Accès à des podcasts, des vidéos YouTube et des réunions avec les clients pour un apprentissage et un soutien continus.
Évaluation approfondie de votre situation financière afin de créer des plans clairs et concrets pour la croissance.
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.
Revendiquez Wiser Wealth Management, Inc pour mettre à jour les informations, répondre aux avis et accéder aux statistiques.
