What departments does RetireWise Tax and Wealth Advisors have?

RetireWise Tax and Wealth Advisors has employees across 1 departments including Accounting.

What is the largest department at RetireWise Tax and Wealth Advisors?

The largest department at RetireWise Tax and Wealth Advisors is Accounting with 1 employees.

Where are RetireWise Tax and Wealth Advisors employees located globally?

RetireWise Tax and Wealth Advisors has employees across 3 continents and 4 countries including South Africa, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has RetireWise Tax and Wealth Advisors's team size changed over time?

RetireWise Tax and Wealth Advisors's team has decreased from approximately 19 to 18 employees based on available data.

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RetireWise Tax and Wealth Advisors Employee Directory

Financial ServicesKansas, United States51-200 Employees

RetireWise Tax and Wealth Advisors operates in the financial services sector, offering guidance aimed at helping clients recover wealth they may be unintentionally transferring away. The firm positions itself as a registered investment adviser capable of conducting business in states where it is registered or exempt, and it presents testimonials as unpaid reflections from current clients or non-clients. Based in Topeka, Kansas, the company serves individuals seeking assistance with financial decisions to improve outcomes. With a moderate-sized team, the organization emphasizes a methodical approach to wealth management within the regulatory framework of its advisory status.

RetireWise Tax and Wealth Advisors Global Highlights

North America
72

United States Of America
71
Canada
1

Africa
5

South Africa
5

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

RetireWise Tax and Wealth Advisors's Leadership

A. K. S.
President
Mobile Phone
Email
J. M.
Senior Partner
Mobile Phone
Email
C. W. M.
Senior Tax Manager
Mobile Phone
Email
C. H.
Accountant
Mobile Phone
Email

RetireWise Tax and Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Program & Project Management
Other

Contact profiles from RetireWise Tax and Wealth Advisors

Name

Title

Contact Info

Location

Last Update

J. M.
Senior Partner
Mobile Phone
Email
Jun 25, 2026
A. K. S.
President
Mobile Phone
Email
Jun 03, 2026
C. W. M.
Senior Tax Manager
Mobile Phone
Email
Apr 16, 2026
C. H.
Accountant
Mobile Phone
Email
South AfricaFree State
Aug 02, 2026

Frequently Asked Questions

What is RetireWise Tax and Wealth Advisors known for?

RetireWise Tax and Wealth Advisors was founded in 1996 operates in the Financial Services industry. Explore RetireWise Tax and Wealth Advisors's company overview page for more information.

What is RetireWise Tax and Wealth Advisors's most common email format?

RetireWise Tax and Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more RetireWise Tax and Wealth Advisors email formats with LeadIQ.

How many employees does RetireWise Tax and Wealth Advisors have currently?

RetireWise Tax and Wealth Advisors has approximately 53 employees as of August 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are RetireWise Tax and Wealth Advisors's key employees and leadership?

As of August 2026, RetireWise Tax and Wealth Advisors's key employees include:

President: A. K. S.
Senior Partner: J. M.
Senior Tax Manager: C. W. M.
Accountant: C. H.

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RetireWise Tax and Wealth Advisors Employee Directory

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