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FREE ASSESSMENT

problems we

solve

”Wealth is the Ability to Fully Experience Life”

- HENRY DAVID THOREAU

At WIS Advisors, our proactive philosophy of wealth management is simple: listen to your dreams, concerns, and needs to define where you want to be. We then work with you to create and implement a personalized, comprehensive plan to help you get there.

Some of the areas we specialize in include:

ASSET MANAGEMENT

A Portfolio Designed For You

A well-diversified and properly constructed portfolio can help you achieve your goals over the long term. We act as your fiduciary and work to create a custom portfolio solution designed around your specific needs.

INCOME STRATEGIES

A Plan for Your Income

The transition from a career to retirement can be daunting, but we think it should be a celebration. We will help you create a reliable income plan, built around Social Security, pensions, and retirement account distributions to enjoy the retirement you were meant to live.

TAX ADVISORY

Tax-Efficient Strategies

We work with you and your tax professional to devise the best strategies for keeping more of your hard-earned money in your pocket.

RISK MITIGATION

Protection from Market Declines

You worked hard to build your wealth, and the amount of risk you take to protect yourself from market declines should be personalized to you. We will work with you to make sure you are taking only the amount of risk that you are comfortable with – that matches your risk tolerance and your risk capacity.

LIFE PLANNING

A Plan for What is Possible

Our conversations go beyond wealth. A life financial plan will help you achieve those short and intermediate goals both personally and financially. Whatever your goals are, we work with you to make them happen.

LEGACY PLANNING

Providing for Generations

Whether it is planning for future generations of your family or funding your favorite charity, we will help you create a plan to provide and leave a meaningful legacy.

EDUCATION PLANNING

A Roadmap for College

Providing for a child's education can be a beautiful gift from a parent, grandparent, or friend, but it can be confusing. We use cutting-edge tax-efficient strategies and make it easy to understand.

RETIREMENT STRATEGIES

A Plan for Your Best Chapter

Saving for retirement can be a daunting task, but it doesn't have to be. We work side-by-side with you using easy to understand language to create a confident plan to achieve your financial freedom.

LIFE INSURANCE & LONG-TERM CARE

A Plan to Protect Your Assets

You work hard to provide for your family, and your financial plan should make sure that is never in question. We will help you navigate the complexities of insurance to design a plan that protects the people you love and the wealth you have created.

Questions We Help Answer

  • Is my investment strategy on track?
  • How can I better financially protect my loved ones?
  • How do I create an income stream from my investments?
  • Am I taking the right amount of risk?
  • When should I claim Social Security?
  • Are there tax reduction strategies I should be considering?
  • How can I protect my money and still earn a reasonable rate of return?
  • When can I retire?
  • How can I plan for long-term care so that I am not a burden on my family?

OUR approach

Does your portfolio match your risk tolerance?

FIND OUT IN 5 MINUTES

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  • 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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