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
