Wise Wealth Partners, LLC

Matthew Christl is a CFP® with 22 years of industry experience. He has been with Wise Wealth Partners, LLC since 2023 and previously worked at Allworth Financial for 10 years. Outside of his advisory role, he is involved in managing a rental property in Sacramento. Wise Wealth Partners serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through a wrap-fee advisory program that integrates portfolio management with financial planning. The firm employs a fiduciary, research-driven approach using multiple analysis methods and asset-allocation strategies to tailor portfolios to client goals and risk tolerances.

Brian Rellihan is a CFP® professional with 22 years of industry experience, currently serving at Wise Wealth Partners, LLC since 2020. He previously worked at TIAA-CREF for seven years and holds adjunct professor duties teaching finance at Grand Canyon University. Outside of advisory work, he owns and operates Wise Tax Partners, focusing on income tax preparation. Wise Wealth Partners serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through a wrap-fee advisory program that integrates portfolio management with financial planning. The firm employs a fiduciary, research-driven approach with multiple analysis methods and asset-allocation strategies, sponsoring its own wrap-fee program and offering broad investment options continuously monitored and rebalanced.