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Wiser Wealth Management Invests in Quality Customer Service

May 30, 2015

This article is number 25 in a series of profiles of the Cobb Chamber’s 2015 Top 25 Small Businesses of the Year. Check back with Chamber Ink everyday in May for a new profile on a different Top 25 Business. We will wrap up the series on June 1 with the announcement of the 2015 Small Business of the Year.Wiser Investments LOGO JPEG for the WEBWiser Wealth Management is a financial services company that helps clients identify, understand and commit to a long-term planning and investment objective that is realistic and appropriate. Owner Casey Smith, left a brokerage firm in 2001 with a dream to start his own wealth management company that focuses on the financial success of his clients rather than the sales goals, quotas or commissions.

Wiser Wealth Management is built to work on the client’s best interest. The companies’ client starts through the financial planning process meeting with a financial planner, attorney and CPA. This is important because most firms do not offer meetings with these professionals during the planning process or any other process for that manner. When the plan is complete there are no commission products sold to the client because Wiser Wealth Management wants to insure that the client’s portfolios are built on fiduciary responsibility in a fee only environment.

Business Profile:

Owner: Casey Smith

Industry: Wealth Management

Year Established: 2001

Location: Marietta

Number of Employees: Full-time: 4, Part-time: 1, Sub-contractors: 2

Percentage of Growth in 2014: 27%

Did You Know?: Wiser Wealth Management also provides quality legal, tax and bookkeeping services.


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