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.

06/09/2026

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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.

06/05/2026

Taking out loans with long repayment periods of six or seven years might help someone qualify to buy a more expensive car, but it also pushes up the cost of ownership over time.

06/04/2026

Understanding how your spouse's death impacts your taxes can be helpful in managing tax liability.

06/03/2026

A post-sale consulting contract is an agreement made between you and a buyer that retains your services in the company for a mutually agreed-upon period after the sale. Business consultants urge buyers to prevent owners from walking away without any responsibility to them or the business. The number...

06/02/2026

A private annuity is the sale of property in exchange for an unsecured promise to make payments for the rest of your life. A private annuity differs from a commercial annuity because you arrange the annuity with a private party instead of a financial organization (e.g., an insurance company). You (t...

06/01/2026

Prior to the enactment of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Act), a married couple generally needed to implement a credit shelter trust and, in non-community property states, divide their assets evenly between them, so that they could f...

05/31/2026

They say you can't take it with you. What they mean is that when you die, you leave all your property behind. After your death, your property is divided into two general categories: (1) probate property and (2) nonprobate property. Probate property is all the property that is passed to your benefici...

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Johns Creek, GA

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