Firm Update: Office Meetings Suspended, Transition to Zoom and Phone Conferences Only

Firm Update: Office Meetings Suspended, Transition to Zoom and Phone Conferences Only

Monday, November 16, 2020

Dear Wiser Financial Group Clients and Friends, 

Amid the escalating health developments of COVID-19, in conjunction with the new restrictions announced by the Michigan Department of Health and Human Services (MDHHS) on Sunday, November 15th, The Wiser Financial Group will be suspending all in-person client meetings for the next three weeks to help protect the health and well-being of our clients, who are for the majority, the most vulnerable population susceptible to contracting the COVID-19. Until further notice, all portfolio reviews will be scheduled as phone conference(s) or zoom meetings moving forward. During this time, we can provide additional accommodating measures to help make most of these phone conferences and telecommunication meetings.

Additionally, in order to help protect the well being of our clients, staff, and advisors, we are also reducing the number of staff that will be in the building at one time to help prevent anyone from getting sick within the physical office at Wiser. We know that these are extensive measures to take right now, but based on the advice of MDHHS, we want to do everything we can to prevent the spread of the virus to the people that matter most to us. We will closely monitor federal, state, and local agencies, and we will take the appropriate measures to continue to protect our Wiser Financial Group family and update accordingly.

While it is impossible for anyone to predict the spread of coronavirus and fully understand its impact, it does not alter The Wiser Financial Group's focus on continuing to serve our clients, our staff, and communities as a top priority. If you have any additional questions or feedback on how to move forward in connecting with your advisors, or questions about how we can help you during this time, please do not hesitate to call one of our direct management team on our mainline, 269-372-1430, or email us at This email address is being protected from spambots. You need JavaScript enabled to view it..

  • Wesley Lentz, Managing Partner, The Wiser Financial Group,
  • Katelyn Lennon, Director of Client Engagement, 
  • Lori Young-Brady, Director of Operations

From our entire team, Stay Safe and Healthy!  

The Wiser Financial Group 

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. Kestra IS or Kestra AS are not affiliated with Wiser Financial Group. 

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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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