Wise Wealth Partners
Contact Information
-
Address
Financial planner · · 2375 E Camelback Rd #600, Phoenix, AZ, 85016 -
Phone
(480) 239-6914 -
Website
wisewealthpartners.com
Location
About Wise Wealth Partners
Wise Wealth Partners is a financial planner in Phoenix, AZ, located at 2375 E Camelback Rd, Ste 600. The firm provides tax planning, financial planning, investment management, estate planning, and insurance planning services. As a fiduciary, Wise Wealth Partners is compensated on a fee-only basis, with no commissions. It partners with industry firms like Fidelity, TIAA, and Lincoln Financial to implement customized client planning strategies. The firm utilizes over 40 years of hands-on experience in asset management, income tax preparation, and financial planning. This includes preparing thousands of tax returns for individuals and small businesses, along with IRS audit preparation. Brian Rellihan, CFP®, EA, MBA, is an adjunct professor for The Colangelo College of Business at Grand Canyon University. He earned his Certified Financial Planner® designation in 2007 and his Enrolled Agent (EA) designation from the IRS. Wise Wealth Partners uses sophisticated planning software and institutional quality investment management. The firm holds a 5-Star Google Reviews rating. Clients can contact Wise Wealth Partners at 480-866-0200 or 480-239-6914, or via email at [email protected].
Wise Wealth Partners is situated on East Camelback Road, just a short distance from the intersection with North 24th Street. The office is located about a quarter mile from Saint Thomas School and less than half a mile from FedEx Office.
BizScoreAI awarded the business a Discoverability score of 100 out of 100, which ensures AI crawlers can find every page of the website so assistants can recommend the firm. The Technical score of 95 out of 100 confirms the site is secure and indexable, allowing search engines to read it without errors. The firm ranks number 2 of 18 Financial planner businesses that BizScoreAI has scored in Phoenix.
Services:
- Crypto Sleeve services
- Customized account access through Fidelity, TIAA, and Lincoln
- Goal-based financial planning
- Professional fiduciary advice
- Tax-efficient investment management
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