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  • Our Firm
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FREE ASSESSMENT

our

approach

GO BEYOND WEALTH

CONSULTATIVE PROCESS

Investment Consulting + Advanced Planning + Relationship Management

When it comes to mapping out your financial future, our proven consultative process allows us to clearly understand the challenges associated with your immediate financial position and provide viable solutions to help you go beyond wealth and move into the future.

What to Expect

  • Get acquainted
  • Clarify your financial goals, concerns, and needs
  • Find your personal risk score
  • Discuss our investment philosophy
  • Collect statements
SCHEDULE FREE CALL

What to Expect

  • Diagnosis of current portfolio strategy
  • Presentation of portfolio risk score & fee analysis
  • Identify problems
  • Discuss recommendations
SCHEDULE FREE CALL

What to Expect

  • Confirmation of commitment
  • Presentation of investment & income strategy
  • Complete Investment Advisory Agreement
  • Complete asset transfer paperwork
  • Complete any applicable applications
SCHEDULE FREE CALL

What to Expect

  • Status and organization of accounts
  • Presentation of final plan
  • Delivery of applicable contracts & policies
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What to Expect

  • Progress review
  • Discussion and completion of any adjustments needed
  • Advanced Planning
    • Tax Mitigation Strategies
    • Health & Long-Term Care Planning
    • Wealth Transfer Discussion
SCHEDULE FREE CALL

Schedule a Complimentary 15-Minute Call

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
  • videos
  • client login

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Get In Touch

  • 530 E. Southlake Blvd. Suite 140 Southlake, TX 76092
  • 2555 Townsgate Rd., Suite 300
    Westlake Village, CA 91361
  • 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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