What departments does RetireWise Tax and Wealth Advisors have?

RetireWise Tax and Wealth Advisors has employees across 8 departments including Finance, Business, Operations, Administrative, Information Technology.

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

The largest department at RetireWise Tax and Wealth Advisors is Finance with 10 employees.

Where are RetireWise Tax and Wealth Advisors employees located globally?

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

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 is a financial services company with a very unique approach. We assist people in recapturing wealth they are unknowingly and unnecessarily transferring away. In short, we help people make financial decisions...successfully!

RetireWise Tax and Wealth Advisors, Inc. is an SEC registered investment adviser able to conduct business in states where it is registered or exempt from registration. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals' giving testimonials or endorsements.

Find RetireWise Tax and Wealth Advisors employees' phone numbers or email addresses

RetireWise Tax and Wealth Advisors Global Highlights

North America
67

United States Of America
67

Africa
5

South Africa
5

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

RetireWise Tax and Wealth Advisors's Leadership

A. S.
President
Mobile Phone
Email
J. M.
Senior Partner
Mobile Phone
Email
C. K.
Investment Advisor & Managing Partner
Mobile Phone
Email
J. S.
Owner
Mobile Phone
Email
J. R.
Business Owner
Mobile Phone
Email
K. W.
Director Of Operations
Mobile Phone
Email
C. W. M.
Senior Tax Manager
Mobile Phone
Email
K. R.
Tax Manager
Mobile Phone
Email

RetireWise Tax and Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Program & Project Management
Administrative
Analytics
Other

Contact profiles from RetireWise Tax and Wealth Advisors

Name

Title

Contact Info

Location

Last Update

J. M.
Senior Partner
Mobile Phone
Email
Sep 10, 2025
A. S.
President
Mobile Phone
Email
Oct 26, 2025
C. K.
Investment Advisor & Managing Partner
Mobile Phone
Email
United StatesUtah
Feb 19, 2026
J. S.
Owner
Mobile Phone
Email
United StatesNorth Carolina
Oct 09, 2025
J. R.
Business Owner
Mobile Phone
Email
United States
Sep 19, 2024
K. W.
Director Of Operations
Mobile Phone
Email
United StatesKansas
Sep 03, 2024
C. W. M.
Senior Tax Manager
Mobile Phone
Email
Dec 04, 2025
K. R.
Tax Manager
Mobile Phone
Email
United StatesMontana
Oct 23, 2025
A. L.
Office Manager
Mobile Phone
Email
United StatesSouth Dakota
Mar 24, 2026
R. A.
Information Technology Manager
Mobile Phone
Email
United StatesUtah
Nov 18, 2025

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. The company's main headquarters is located in 2820 Southwest Mission Woods Drive Topeka, Kansas 66614 United States. 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 52 employees as of April 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 April 2026, RetireWise Tax and Wealth Advisors's key employees include:

President: A. S.
Senior Partner: J. M.
Investment Advisor & Managing Partner: C. K.
Owner: J. S.
Business Owner: J. R.

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