Wiser Wealth Management, Inc.
127 Church Street
Suite 360
Marietta, GA 30060
Our Philosophy
The idea behind Wiser is not about a person, but about being a smarter investor and decision maker. A smarter investor keeps his or her portfolio diversified, manages assets for a maximum gain with the least amount of risk and seeks to keep cost low.
A smarter way to provide tax preparation is to ask questions in search of more deductions, rather than simply processing the documents given. A smarter way to leave your estate to your family is through a Revocable Living Trust.
Wiser Wealth Management, Inc is a Fee-Only investment advisory firm offering investment management, business retirement plans, tax planning-preparation, and estate planning. We provide a process, not a commission sales presentation. Our company only grows when your assets grow.
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 difference between the two accounts. In fact, most are not aware a difference exists. Here at Wiser Wealth Management we are Registered Investment Advisor's, which means we have a fiduciary duty to act in your best interest.
Our investment philosophy is to keep the cost of investing low, maintain a diversified portfolio and always invest for the long term.
Your financial future is too important to be put in the hands of just anyone. You owe it to yourself to speak with certified professionals who can tap into your current financial needs.
Wiser Investing
At Wiser Wealth Management, we provide advice, not products. We are a "fee only" Registered Investment advisory firm. We do not receive any kind of commissions or 12B-1 fees from any financial services provider. This insures you the best investment recommendations with NO “product pushing.”
We realize that investing is not one-size-fits-all.
After reviewing your objectives and risk tolerance, Wiser Wealth Management builds custom portfolios using index funds and where necessary stocks, bonds, and options. Through our broker dealer, TD Ameritrade Institutional Services, we have access to a virtually unlimited selection of securities, fixed income, and Exchange Traded Fund (ETF) options at low trading cost.
Retirement Planning
Wiser Wealth Management specializes in retirement plan management and reviews. Qualified retirement savings through your company’s plan is a great way to defer income and save for financial independence. However, if you are invested in the wrong choices within your plan, you probably aren't maximizing your portfolio’s return. This could leave you having few, or even not enough, funds to support yourself down the road.
Financial Planning
Financial Planning, unlike many things, is actually exactly what it sounds like. It is simply planning to have available the amount of funds needed at the right time to accomplish an individual’s financial goal. Wiser Wealth Management offers comprehensive financial planning to assist you in creating a “blue print” to reach your goals.
We do three things to develop your financial plan. First, we do an analysis of where you are now, ask you what your objectives are, and then develop a strategy on how to best achieve those goals. Generally, financial planning objectives include, but are not limited to, the following:
- Budgeting
- Children’s Education
- Estate Planning
- Tax Planning
- Retirement Funding
- Insurance/Disability Needs
Following the completion of a financial plan, you have two options. One, you can engage us to implement and monitor your plan, or, two, you can use our advice as a springboard for "doing it yourself."
Wiser Wealth Management operates under the supervision of a Registered Investment Advisor, Master Estate Planner®, and CPA.
These professional designations are the result of, as well as an indication of, the level of knowledge and experience gained in fields related to our business. This helps us to truly assure you that the best options to achieve success with your financial goals are being undertaken.
Casey Tyler Smith: Principal / President
Casey earned a Bachelor of Science Degree with a major in Finance from Berry College, Rome, Georgia and earned his Series 7 and 66 while employed with AXA Advisor's in Atlanta.
Unhappy with the brokerage product pushing agenda, Casey became a Registered Investment Advisor and formed CT Smith Financial Services in June 2001, which later became Wiser Wealth Management to better reflect the firms service offerings. Casey has earned the Master of Estate Preservation designation and has attended tax training school in order to better manage his client’s wealth.
I look forward to your inquiry.
Thanks!
Please be aware that Wiser Wealth Management, Inc. has a portfolio minimum of $50,000 to accept inquiries through this directory.
