About

WealthWise Financial Group was formed by Dan Riegner and Quentin Davis to help meet the various financial, investment and insurance needs of our individual, family and business clients in and around the tri-state area.  Dan and his family have lived in the Little Miami area for more than 20 years and he's been an active member of the chamber for the last ten years.  

"I believe that families and small business owners should know how to be financially successful and how to avoid costly financial mistakes but find many don't know where to start.  It's my mission to help them make the right decisions at the right times to make the most of the assets and income they have.  By helping clients identify money they may be unknowingly and unnecessarily transferring away we can redirect it for a higher and better purpose.  If you or someone you know would like a clearer picture of your finances, to know best practices to save on a tax favored basis for the future, please give me a call."

Most people can't imagine NOT planning for a vacation, simply showing up at the airport and flying to some far-off city without a flight or hotel reservation.  Yet, that's how most people approach their retirement.  They simply think they will figure it out when the time comes.  I help clients identify money they may unknowingly or unnecessarily be transferring away and then re-purpose that money in a way that may increase their spendable wealth and quality of life in the most tax efficient way possible.  I enjoy working with successful couple or business owners you know that want to spend more time with their family and enjoying life and less time trying to figure out the markets.  

Our business can help you with the following: 

Retirement income planning that is simple and easy to understand to you, the client.  Retirement planning options for businesses or sole proprietors with the use of a SEP, Simple, Roth, 401(k), Solo 401(k) or defined benefit plan.  Tax-free retirement income planning. Business succession planning.  Deferred compensation plans. Pension maximization plans. Buy/sell plans for businesses. Premium Financing plans.  IRA rollover options.  Non-qualified investment accounts.  College 529 plans.  

Dan Riegner is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org), 100 E Campus View Blvd. Ste 125, Columbus OH 43235, 614-430-8414. WealthWise Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Dan offers securities in the following states: IN, KY, MA, OH, PA, SC, VA. TC133555(0523) P

"I believe that families and small business owners should know how to be financially successful and how to avoid costly financial mistakes, but find many don't know where to start.  It's my mission to help them make the right decisions at the right times to make the most of the assets and income they have.  By helping clients identify money they may be unknowingly and unnecessarily transferring away we can redirect it for a higher and better purpose.  If you or someone you know would like a clearer picture of your finances, to know best practices to save on a tax favored basis for the future, please give me a call."

Most people can't imagine NOT planning for a vacation, simply showing up at the airport and flying to some far off city without a flight or hotel reservation.  Yet, that's how most people approach their retirement.  They simply think they will figure it out when the time comes.  I help clients identify money they may unknowingly or unnecessarily be  transferring away and then re-purpose that money in a way that will increase their spendable wealth and quality of life in the most tax efficient way possible.  I enjoy working with successful couple or business owners you know that want to spend more time with their family and enjoying life and less time trying to figure out the markets.  

Daniel J. Riegner is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and Investment Advisory Services are offered solely by Equity Services Inc., Member FINRA/SIPC. 550 Polaris Parkway, Suite 550, Westerville, OH 43082, 614-430-8414. WealthWise Financial Group, LLC is independent of Equity Services, Inc.

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