RetireWise Tax and Wealth Advisors Employee Directory

Q: What is RetireWise Tax and Wealth Advisors known for?

RetireWise Tax and Wealth Advisors was founded in 1996. RetireWise Tax and Wealth Advisors operates in the Financial Services industry.

Financial ServicesUnited 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
69

United States Of America
69

Africa
5

South Africa
5

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

RetireWise Tax and Wealth Advisors's Leadership

A. S.
President
Mobile Phone
Email
C. H.
Executive Assistant To The President
Mobile Phone
Email
J. M.
Senior Partner
Mobile Phone
Email
T. G.
Owner
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

Contact profiles from RetireWise Tax and Wealth Advisors

Name

Title

Contact Info

Location

Last Update

K. Y.
Financial Services Professional
Mobile Phone
Email
United StatesTennessee
Aug 29, 2024
L. M.
Investment Management
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
R. N.
Loan Processor
Mobile Phone
Email
United StatesNew Jersey
Sep 16, 2024
R. C.
Web Developer
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
R. M.
Mortgage Banker
Mobile Phone
Email
United StatesNew Jersey
Oct 16, 2024
T. F.
Client Services Advisor
Mobile Phone
Email
United StatesKansas
Nov 11, 2025
S. M.
Financial Assistant
Mobile Phone
Email
United StatesNew York
Oct 18, 2025
J. F.
Customer Representative
Mobile Phone
Email
United StatesGeorgia
Nov 12, 2025
L. H.
Loan Processor
Mobile Phone
Email
United StatesMassachusetts
Aug 14, 2025
C. K.
Investment Advisor & Managing Partner
Mobile Phone
Email
United StatesUtah
Sep 11, 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 SW Mission Woods Dr, Topeka, Kansas 66614, US. 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 October 2025. These team members are located across 4 continents, including North AmericaAfricaEurope.

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

As of October 2025, RetireWise Tax and Wealth Advisors's key employees include:

President: A. S.
Executive Assistant To The President: C. H.
Senior Partner: J. M.
Owner: T. G.
Owner: J. S.

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