About Wise Wealth Partners
Our Values:
Honored.
Our clients chose Wise Wealth Partners to solve their complicated financial challenges. We do not take the responsibility lightly and value every opportunity do so.
Charitable.
We believe in helping others, not platitudes, but in actions. Our motto, "You don't have to go at it alone" extends to assisting our communities as well. See our 2023 charities.
Customized.
With large firms clients are forced to fit their "models" and service. We work for our clients and tailor the relationships to their needs and lifestyle.
We use over 40 years of hands-on experience in asset management, income tax preparation, and financial planning to benefit our clients. This includes work with preparing thousands of tax returns for individuals and small businesses, along with IRS audit preparation. Additionally, financial planning for hundreds of families on platforms like Fidelity and Charles Schwab, with industry-specific education and credentials of Certified Financial Planner® and Enrolled Agent.
You can find contributions from Wise Wealth Partners in national publications that include YahooFinance!, GoBanking Rates, and US News and World Report.
We partner with clients to guide them through asset management, financial protection, tax planning, and estate goals. Wise Wealth Partners uses sophisticated planning software, and institutional quality investment management to understand your needs and challenges, map out a plan for today and tomorrow, implement changes, and revisit regularly.
It's not for us to replace your tax and legal professionals, they’re the experts in those areas. Rather we speak their language to bring it all together.
Brian Rellihan, CFP®, EA, MBA is an adjunct professor for The Colangelo College of Business at Grand Canyon University. He teaches based on the current economic climate in conjunction with business finance standards.
Brian earned his Certified Financial Planner TM designation in 2007 while working under the newly founded firm, Financial Engines, by Nobel Laureate, Dr William Sharpe. It's with that opportunity and over 20 years of client-facing experiences, that he amassed the knowledge of portfolio optimization in current capital markets.
In years to come he would earn his Enrolled Agent (EA) designation from the IRS and prepare thousands of tax returns. Per Brian, "It's the complexities of tax that get missed in typical planning discussions. Asset allocation models will only take you so far." He will step back and look at the big picture.
Matthew Christl, CFP®, is a fourth generation Californian who graduated California State University at Sacramento. Working for more than 30 years as a financial professional, having industry experience with Charles Schwab and Fidelity; two of the most respected firms in the industry.
In 2010 he decided to pursue the prestigious CFP® designation by attending the UC Davis’ Financial Planning curriculum. Matt earned his CFP® in 2012.
Matt has guest lectured in the Finance and Financial Planning Department at Grand Canyon University.
Since 2012, he has worked with individuals and families, as a fiduciary, navigating the complexities of financial challenges. He continues to pursue optimal financial outcomes for his clients with Wise Wealth Partners, where their experience is paramount.
