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About Wise Wealth Partners

Wise Wealth Partners is a Phoenix, AZ based Registered Investment Advisory firm that helps families across the country.  At our core we believe "You don't have to go at it alone". 

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 business and 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

We partner with you to guide you through asset management, tax and financial planning. 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 on a regular basis.

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It starts with a conversation

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