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