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About Wise Wealth Partners

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.

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It starts with a conversation

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Wise Wealth Partners, LLC (WWP) is a Registered Investment Advisor.  Advisory services are only offered to clients or prospective clients where Wise Wealth Partners, LLC and its representatives are properly licensed or exempt from licensure.  WWP does not warrant that the information on this site will be free from error, use of the information is at your sole risk. Under no circumstances shall WWP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if WWP or a WWP authorized representative has been advised of the possibility of such damage.  The website is solely for informational purposes only. Past performance is no guarantee of future returns.  Investing involves risk and possible loss of principle capital.  No advice may be rendered by WWP unless a client service agreement is in place.  WWP does not provide legal, tax, or accounting advice.  You should consult with your own professional before engaging in any transaction.  Privacy Policy  Form CRS

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Client and non-client testimonial statements, opinions, and/or likes presented are solicited and non-solicited. They are not-representative of all Wise Wealth Partners clients.  Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client.  WWP does not provide any form of monetary or non-monetary compensation for providing testimonials regarding our services.  ALL REVIEWS

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Wise Wealth Partners, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

© 2024 Wise Wealth Partners, LLC. All rights reserved.

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