Wis Advisors
go beyond wealth
”Wealth is the Ability to Fully Experience Life”
- HENRY DAVID THOREAU
At WIS ADVISORS, we deliver world-class solutions to world-class clients.
As the nexus of finance and lifestyle in the entertainment, music, and sports industry, we utilize comprehensive wealth management strategies to achieve the pinnacle of financial success.
COME EXPERIENCE THE DIFFERENCE.
proud member of
THE WIS STORY
We want to create not just a financial plan... But a lifestyle design and lifestyle plan.
THE WIS STORY
We want to create
not just
a financial plan...
But a lifestyle design and lifestyle plan.
OUR EXPERTISE
ASSET MANAGEMENT
INCOME STRATEGIES
TAX ADVISORY
RISK MITIGATION
LIFE PLANNING
LEGACY PLANNING
EDUCATION PLANNING
RETIREMENT STRATEGIES
LIFE INSURANCE & LONG-TERM CARE
STREAM
PODCAST SHOW
Join Andrew Martz & Bill McBride as they discuss the numbers, concepts, and behaviors that shape your financial life, and how to be sensible about your dollars!
OUR approach
Go Beyond Wealth Video Library
Playlist
8 Videos
BOOK a Complimentary Consultation
If you would like to learn more about WIS Advisors, or would like to schedule a complimentary consultation, please contact us today!
