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 planning 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

10/08/2026

There may be personal (nontax) reasons why you would want to gift some or all of your business interests. There is also a good reason built into the tax code.

10/07/2026

No matter where you live, if you're a U.S. citizen, you'll need to file a U.S. income tax return, whether you're liable for U.S. taxes or not. The tax laws for U.S. citizens living abroad are fairly complicated. Depending on whether the country where you are living has a tax treaty with the United S...

10/06/2026

Simplified Employee Pension Plans help small businesses provide a valuable retirement savings benefit.

10/05/2026

A home equity loan is a loan that is secured by your home.

10/04/2026

Qualified small business stock is a type of tax-favored investment in certain small businesses; the Internal Revenue Code provides a tax break to help qualifying small businesses raise capital. A number of Internal Revenue Code requirements apply. Essentially, however, this is stock issued by those....

10/03/2026

Two types of U.S. savings bonds — Series EE and Series I — offer a special tax advantage for college savers. If the bond proceeds are used to pay qualified higher education expenses and other requirements are met (including income limitations, discussed below), no federal income tax is due on th...

10/02/2026

Using ESG factors to screen investments is a personal choice.

10/01/2026

SIMPLE IRA plans can be a good option for small-business owners looking for a retirement plan solution.

09/30/2026

In order to qualify for a VA mortgage, you must meet minimum service requirements.

09/29/2026

If the value of your stocks, bonds, or other capital investments has increased substantially, there are a few steps you can take to minimize taxation. These include timing the sale of your capital assets, using capital losses effectively, and passing assets to heirs at your death. In addition, you m...

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