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  • Our Firm
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    • Our APPROACH
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FREE ASSESSMENT

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

Does your portfolio match your risk tolerance?

FIND OUT IN 5 MINUTES

STREAM

DOLLAR$ & SENSIBILITIES

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

Why Elon Musk Keeps Selling His Tesla Shares

Celebrity Estate Planning Horror Story: Larry King's Death

How Can I Create Generational Wealth?

15:14

What is ESG Investing?

14:34

Marriage & Money

15:01

Buying Real Estate as an Investment?

11:08

Should I Tithe or Should I Invest?

6:05

How to Stay Motivated.....In the Gym & when Building Wealth?

6:40
EXPLORE MORE

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!

Our firm

  • Meet our team
  • our approach
  • who we serve
  • problems we solve

resources

  • podcast
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Get In Touch

  • 2555 Townsgate Rd., Suite 300
    Westlake Village, CA 91361
  • 211 E. Southlake Blvd, Suite 112
    Southlake, TX 76092
  • 3200 Cherry Creek Dr., South Suite #200
    Denver, CO 80203
  • amartz@wisdirect.com
  • (424) 369-8838

WIS Advisors Inc. is not affiliated with Western International Securities. Securities and Advisory services offered through Western International Securities, Inc. (“WIS”), Member FINRA / SIPC . Western International Securities clearing through NFS LLC.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. WIS is only allowed to provide services to clients in states where we are registered. Please contact us to obtain a listing of the states where we are currently doing business.

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