Wealth & Investment Strategy Experts

Wealth & Investment Strategy Experts Tax, Financial, and Wealth Management

With over 35 years of experience, we serve as trusted advisors to both corporate entities and individual clients.

Michael Mirza is the founder and Chief Investment Officer at Wealth & Investment Strategy Experts of Atlanta (WISE). With a holistic approach that transcends mere numbers, Michael’s process encompasses several key areas:

Understanding Your Financial Landscape:
Michael believes in thoroughly understanding each client’s unique financial situation. Tax Mastery:
His expertise extends to tax plannin

g and optimization. Strategic Investments:
Michael navigates the complexities of investment strategies, tailoring them to individual needs. Regular Reviews:
He emphasizes ongoing monitoring and adjustments to aim towards reaching clients' financial goals. A Journey of Excellence
Michael’s journey began in audit and assurance services with prominent consulting firms. In 1993, he established his CPA practice in the vibrant Atlanta Metro area, serving small to medium-sized businesses and individuals. Guiding Your Financial Path
Since 1999, Michael has extended his expertise to financial and investment advisory services. Whether it’s individual retirement funding, 529 plans, or corporate strategies, he navigates the complexities with finesse. Championing Small to Medium Enterprises
Michael’s passion lies in empowering Small to Medium size enterprises (SMEs). He collaborates closely with business owners, helping them potentially grow operations and chart a path toward success. His focus extends beyond growth—Michael assists in laying out exit strategies and succession plans. Credentials and Interests
Master’s Degree:
Michael holds an MBA with a specialization in Finance from Eastern Michigan University. Bachelor’s Degree:
He is also a proud graduate of the University of Michigan (Ann Arbor) with a bachelor’s degree in business administration and accounting. Certifications:
As a US qualified Certified Public Accountant (CPA) in both Michigan and Georgia, Michael brings unparalleled expertise to the table. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Please visit www.avantax.com/social_policy for more information.
3200 Olympus Blvd., Suite 100, Dallas, TX 75019, (972) 870-6000.

06/15/2026

The latest issue of Market Week is available.

06/14/2026

This may be a good time to make sure you are on track to meet your annual contribution goal.

06/13/2026

See key market data for the week ending June 5, 2026.

06/12/2026

Retirement confidence slipped in 2026 for both workers and retirees.

06/11/2026

An integral part of managing your personal finances involves properly maintaining your financial records. This is especially important in the event of a crisis or emergency so that you can quickly locate something if needed.

06/10/2026

The latest issue of Market Month is available.

06/09/2026

Find out more

06/08/2026

Here is a list of tasks that may need to be completed upon the death of a family member.

06/07/2026

Retirement confidence slipped in 2026 for both workers and retirees.

06/06/2026

An income tax deduction may be available for up to 20% of the taxpayer's domestic qualified business income.

Address

Johns Creek, GA

Website

Alerts

Be the first to know and let us send you an email when Wealth & Investment Strategy Experts posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Wealth & Investment Strategy Experts:

Shortcuts

Share

Category