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 Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
703 Henley Fields Circle, Johns Creek, GA 30097, (770) 301-5610

09/07/2026

A family limited partnership is a partnership agreement that exists between family members.

09/05/2026

A qualified domestic trust (QDOT) allows a U.S. citizen spouse to transfer assets to a noncitizen spouse without having to pay federal gift and estate tax at the time of the transfer.

09/04/2026

Follow some basic rules to help yourself make smarter choices when investing for retirement.

09/03/2026

This alert explains newly implemented and upcoming tariffs and their potential economic impact.

09/02/2026

A reverse mortgage is a loan secured by the equity in your home.

09/01/2026

Equalizing the taxable estates refers to methods of arranging the estates of spouses in a way that will result in the least total amount of estate tax liability. Here is the underlying premise: federal estate tax rates are progressive (i.e., the tax rate increases with the size of the estate). Thus,...

08/31/2026

The stock market sometimes takes investors on a wild ride - should you sell your stocks when the market drops?

08/30/2026

The latest issue of Market Week is available.

08/29/2026

The latest issue of Market Month is available.

08/28/2026

Because convertible bonds behave like both a stock and a bond, investors have developed strategies for deciding when and whether to convert the bond into shares of stock.

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