My Account

Access your investment management accounts via our online portals.

Established in 1960, the Wiser Financial Group is one of Kalamazoo’s oldest and largest, Independent Financial Advising Firms in Southwest Michigan. We’ve spent decades honing our financial advice and building trust in the community and with the families we serve. You have financial questions and we have financial answers that are tailored to you and your lifestyle.

Brokerage Account Access

You can access your brokerage accounts by using WealthscapeSM. This includes specific accounts like mutual funds families, equities, and bonds. These accounts are different from a 401K or a Roth IRA, as there are no limits to the amount of money that can be put into them. These are alternative investment options to invest in when some you have hit a cap on other options. This platform is what Wiser’s registered advisors and staff will use to help carry out your trades of buying and selling investments.

Consolidated Reporting System

This platform is used as a tool between you and your advisor to see 24/7 updates on how your financial picture is coming together in the long term, and where it’s at for the short term. You are able to see the full picture of your brokerage account and outside investments, where you and your advisor have put it all together.