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“Wealth is the ability to fully experience life.” – Henry David Thoreau

Anything that is alive grows and changes. If we want our finances to grow and change we must keep them alive. We often wait until a challenge arises or we are embarking on a new phase of life like marriage, children, or retirement before we check on the “life” of our finances. In fact, one of these events may have landed you here on this website. In these moments when our attention is heightened, so are our emotional attachments to the results.  It is here that we, all too often and too late, execute change.

Maximum Wealth Potential

MAXIMUM WEALTH POTENTIAL is where the science of finance meets the art of sound advice. Science involves knowledge, experience and observation. Art takes imagination and the application of creative skill. Wealth requires both.  

Lasting and substantial wealth requires three steps: 

  1. Knowledge
  2. Strategy
  3. Implementation 

At WIS Advisors, we utilize over 30 years of securities industry Knowledge, working together with our clients to develop a sound, customized Strategy.   Our investment landscape is constantly evolving and expanding.  Retirement planning, goal setting, real estate, life insurance, estate planning, tax harvesting - these are just some of the ever-changing elements to a sound financial strategy that we Implement, monitor, and maximize.  This attention to detail and ability to adapt will help you achieve your MAXIMUM WEALTH POTENTIAL.

At WIS Advisors, we will assess and analyze the health of your current financial picture, providing customized strategies and solutions proven to be successful in discovering your MAXIMUM WEALTH POTENTIAL.  If you have never had a strategy, or think your current strategy is not meeting expectations, consult with us today!

Financial Planning

We create strategies that are tailored to your needs and goals.

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Investment Management

Years of experience have prepared us to guide you through your life transitions.

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Alternative Investments

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Private Equity

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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We Think About This Differently

Retirement Income Planning

We all need income that will last forever

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1031 (DST)

Real Estate investors love this strategy

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Education Planning

The greatest investment is an investment in your education

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Insurance Planning

Protect what you have built

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Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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