Wise Wealth Partners

Wise Wealth Partners is a financial planner in Phoenix, AZ. As an SEC-registered investment advisor, the firm provides independent financial advice tailored to individual goals. Services include tax planning, financial planning, crypto and tokenization, investment management, estate planning, and insurance planning. The firm offers nationwide coverage to clients across all 50 states.

The practice is led by Prof. Brian Rellihan, a Certified Financial Planner and Enrolled Agent with an MBA. He founded the firm after years of experience in large institutional settings, seeking a more personalized approach to wealth management. The team leverages over 40 years of hands-on experience in asset management, income tax preparation, and financial planning. This background includes preparing thousands of tax returns for individuals and small businesses, as well as handling IRS audit preparation. Financial planning has been provided for hundreds of families using platforms such as Fidelity and Charles Schwab. The firm uses sophisticated planning software and institutional-quality investment management to map out current and future financial plans. Wise Wealth Partners is recognized by BestRate.com for excellence in Financial Planning in both 2025 and 2026. The firm is noted for its 5-star Google reviews and contributions to national publications including Yahoo Finance, GoBankingRates, and US News and World Report.

Located at 2375 E Camelback Rd, Suite 600, the office sits on East Camelback Road. It is situated near the intersection of North 24th Street and East Highland Avenue. The location is about a quarter mile from Saint Thomas School and less than half a mile from Abrazo Medical and Surgical Weight Loss at Biltmore Terrace.

Clients benefit from a fiduciary approach that prioritizes their interests through transparent business practices. The firm combines customized financial planning with the resources and economies of scale typically associated with larger institutions, aiming to deliver sophisticated solutions while managing client fees. This structure allows for personalized guidance without the one-size-fits-all constraints of large institutional firms.

Wise Wealth Partners brings decades of specialized expertise in tax and asset management to Phoenix, offering a blend of institutional resources and personalized, fiduciary advice for clients across the United States.

Services:

• Crypto Sleeve services
• Customized account access through Fidelity, TIAA, and Lincoln
• Goal-based financial planning
• Professional fiduciary advice
• Tax-efficient investment management