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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.

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

RetireWise Tax and Wealth Advisors Global Highlights

Location
Employees

North America
83

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  • United States Of America
    82
  • Canada
    1

Africa
9

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  • South Africa
    9

Europe
8

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  • United Kingdom Of Great Britain And Northern Ireland
    7
  • Portugal
    1

Asia
1

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  • Philippines
    1

South America
1

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  • Brazil
    1

RetireWise Tax and Wealth Advisors's Leadership

  • President at RetireWise Tax and Wealth Advisors
    A. K. S.
    President
  • Senior Partner at RetireWise Tax and Wealth Advisors
    J. M.
    Senior Partner
  • Accountant at RetireWise Tax and Wealth Advisors
    C. H.
    Accountant

RetireWise Tax and Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Program & Project Management
  • Other

Contact profiles from RetireWise Tax and Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Senior Partner at RetireWise Tax and Wealth Advisors
    J. M.
    Senior Partner
    Jun 25, 2026
  • President at RetireWise Tax and Wealth Advisors
    A. K. S.
    President
    Jun 03, 2026
  • Accountant at RetireWise Tax and Wealth Advisors
    C. H.
    Accountant
    South Africa, Free State
    Sep 03, 2026

Frequently Asked Questions

What is RetireWise Tax and Wealth Advisors known for?

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RetireWise Tax and Wealth Advisors was founded in 1996 and 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?

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RetireWise Tax and Wealth Advisors employees' email format typically follows the pattern of FLast@cfgks.com. 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?

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RetireWise Tax and Wealth Advisors has approximately 53 employees as of September 2026. These team members are located across 5 continents, including North America, Africa and Europe.

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

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

  • President: A. K. S.
  • Senior Partner: J. M.
  • Accountant: C. H.

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