We use over 20 years of hands-on experience in asset management, income tax preparation, and financial planning to benefit our clients.   This includes work with CPA firm JJSwart, LLC, preparing hundreds of tax returns for individuals and small businesses, along with IRS audit preparation. Additionally, financial planning for hundreds of families at TIAA 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. 

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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.