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 liked 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

  • Wesley Lentz

    Wesley Lentz

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.

© 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. Nether Kestra IS and 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.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.

The above links are provided for your information only. As they are provided by third parties, Kestra Investment Services, LLC does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.

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