Investment

Making Your Investment Goals Healthier, Wealthier and Wiser

You’ve worked hard to build your wealth. You need to trust that it’s in both responsible and capable hands. The professionals at The Wiser Financial Group have earned the loyalty of families like yours—often generation after generation—by making it our highest duty to carefully manage assets and earnestly help maximize growth opportunities. Think of us as the guardians of your legacy.

Our investment management services consist of fee-based asset management services, and, in some cases, commission-based investment products.

We offer several different negotiated, fee-based platforms. Commission-based programs that adhere to the fiduciary standard have no fixed fee, and commissions are paid based on your account’s activity and the amount you decide to invest.

To learn how the professionals at The Wiser Financial Group can help you with your investment management, please call us at (800) 292-1472, (269) 372-1430 or complete the online contact form.

Meet Your Investment Advisors

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  • Wesley Lentz

    Wesley Lentz

    Managing Partner, Financial Advisor, CFP®, J.D.

 

Meet the Wiser Advisors

Everyone who comes through our doors has their own financial story. We’ll take the time to find a Wiser Advisor for you who has the right expertise to respond to your unique needs.
Get To Know Us

© The Wiser Financial Group
6100 Stadium Drive, Kalamazoo MI 49009
269.372.1430 | 800.292.1472
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with The Wiser Financial Group nor any other entity referenced herein. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. 

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