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Wise Wealth Partners

Fiduciary. Independent.

You don't have to go at it alone!_edited


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“If you’re a homeowner, then you can pay a little extra on your mortgage,” suggested Brian Rellihan, CFP®, MBA, EA, Senior Financial Advisor with Wise Wealth Partners. 

-GOBankingRates 3/18/2022

Software analysis of your financials based upon your needs, not ours.  We look at your income, gifting, legacy, and savings goals to target a plan specific to you.

Designed to offer low-cost access to professional, institutional-quality investment management. 

Tax laws have resulted in higher expenses for many and may significantly impact an individuals overall investment performance. Consider tax efficient investment vehicles and techniques.


Together we focus on goal-based planning, navigating the complexities of dynamic investments and markets.  You don't have to go at it alone.



Millions of people invest their hard-earned money at Fidelity so they can send their kids to college, retire, or simply live the life they want to live.  Wise Wealth Partners works with Fidelity, and other firms, to hold client assets, send statements, and distribute funds.

Work with a Professional

We take financial guidance very seriously and therefore seek out the top industry credentials and training.  This value is passed along to our clients.  You should expect more from your financial providers, why should you work with anything less? 

Are your "advisors" discussing tax?  Many large brokerage firms prohibit the discussion of taxation, much less the impact and coordination with clients planning assets.

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Certified Financial Plannersare there to help individuals with managing their finances. This can include a variety of needs, such as investment planning, retirement planning, insurance, education, and so on. The most important aspect of a CFP® is to be a fiduciary of your assets, meaning that they will make decisions with your best interests in mind.

Financial Planner

An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

financial planning services


Second Quarter 2024
Market outlook: Markets are starting the year with positive momentum
Posted: 4/22/2024 by Fidelity's Asset Allocation Research Team

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Key Takeaways

  • Markets: Stock prices and bond yields rose in the first quarter. Markets continue to benefit from momentum and easier financial conditions.

  • Economy:  Consumer spending continues to support the US late-cycle expansion phase, with signs of mid-cycle dynamics rising. Core US inflation pressures appear persistent, implying the "last mile" of disinflation toward the Fed's target may be difficult without greater economic slowing.

  • Investments: Most global stock categories registered a positive first quarter, led by the US. Some equity sectors and categories, including non-US stocks, have priced in less good news and appear relatively attractive.

  • Valuations: Global earnings appear to be strengthening and investors are optimistic that earnings growth will continue a broad rebound this year. But upside surprises may be tough amid low market volatility and higher valuations.


Need more details? Contact us

We are here to assist. Contact us by phone or email!

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