Your Personal CFO

A one-stop-shop for all things finance. Let us show you the difference it makes.

Schedule Your Free Consultation

Why Wisniewski?

  • Expert Team

    Our team consists of CFP® Professionals and Enrolled Agents, giving us the expertise and experience to satisfy all needs of our clients. The CFP® designation alone subjects us to the rigorous standards set by the CFP Board. Only 25% of all advisors in the industry can claim this distinction, according to Enrolled agents are licensed by the Federal government to prepare individual and business tax returns, and represent taxpayers before the IRS.

  • Fiduciary Standard

    By law, we are fiduciary advisors. This means we have two main duties: a duty of loyalty and a duty of care for our clients. The duty of loyalty means we are obligated to act solely in your best interest. The duty of care means we are required to perform our duties with a high level of competence and thoroughness.

  • Holistic Advice

    We truly provide a Personal CFO experience for our clients. If it is your goal to off-load all financial tasks and responsibilities, from investments, taxes, insurance, retirement planning, to even paying bills, we facilitate this all under one roof. Very few firms can claim this; we do because we do it day-in and day-out.

Ready to get a conversation started? We are.

Our Services

Investment Management

We create academic-based portfolios designed to capture returns that asset classes provide at a low cost.

Tell Me More

Financial Planning

We organize your finances, collaborate and decide on where you want to go with your money, and get you there.

Tell Me More

Tax Prep and Filing

We file your business and personal tax returns, amend previously unoptimized returns, and provide IRS representation.

Tell Me More

Business Planning

We handle payroll, bookkeeping, Federal and State tax filings, all while prioritizing saving your business money.

Tell Me More

Where else can we help you?

The Trusted Personal CFO to Families Across the U.S.

Since its inception in 2009, Wisniewski Wealth Management has made it its goal to build life-long relationships with clients while simultaneously helping them realize their financial goals. Our never-ending quest continues to help as many individuals and families we can. Let's achieve greatness, together.

Scott Wisniewski - Founder & CEO