Private Client Advisors
OUR APPROACH: YOUR PRIVATE CFO, CIO & FINANCIAL CONCIERGE
Wiss Private Client Advisors is an independent global financial advisory boutique. We are dedicated to working with family business owners, entrepreneurs and executives – in short, innovators – and their families to provide fully integrated solutions that:
- Address the financial complexities that come with wealth.
- Protect lifestyles throughout economic cycles.
- Help grow our clients’ wealth beyond liabilities, taxes, and inflation.
Our clients have sought us out to serve as their family’s Chief Financial Officer and Chief Investment Officer, across all seasons of their lives and varying business cycles. We are a true financial concierge, curating solutions for all issues related to your family and the complexity that wealth brings with it.
OUR FOCUS: YOUR LONG-TERM GOALS…HOWEVER YOU DEFINE THEM
Over the years, we have learned from our clients that the key to every successful wealth creator was their ability to embrace the future, focus on the details and execute with unwavering discipline. We apply those same principles when working with you and your family.
Our approach is proactive. We listen. We probe. And then, we distill all the elements that makeup and impact your financial, professional and family situations, from your assets, liabilities and cash flows to the taxes and inflation that can erode your wealth.
With this deep understanding, we develop and implement a fully integrated wealth management plan and comprehensive and risk-balanced investment strategy. Our goal is to create a secure future for you…however you define it.
Moving forward, we continually stress test our plan for black swan events to make sure it is robust enough to endure market cycles. Effective wealth management is a dynamic and continuous process. As your trusted partner and advisor, we systematically revisit and adjust your plan to reflect any planned or unforeseen changes in your life.
OUR INSTITUTIONAL EXPERTISE AND PHILOSOPHY: YOUR DISTINCT ADVANTAGE
We understand the institutional flows and multi-asset dynamics driving markets and volatility from our first-hand experiences at some of the world’s most innovative financial firms. Today our success depends on our ability to identify, assess and manage risks for your family in the context of the bespoke financial plan we have partnered with you to create. We take a long-term institutional approach to risk management and partner with some of the best institutional managers in each asset class that the world has to offer to create portfolios in order to protect and grow your hard-earned wealth and reach your long-term goals.
Stephanie Hughes, Partner in Charge of Wiss Private Client Advisors, has an extensive Wealth Management background with some of the most innovative and prestigious global investment houses including:
- Merrill Lynch – Wealth Management
- UBS International – Wealth Management
- Goldman Sachs – Institutional Emerging Markets Fixed Income
- BNP Paribas – Institutional Currencies
- Prudential Bache (Jefferies Bache) – Institutional Interest Rate Derivatives
- Deloitte & Touche – Economist, Transfer Pricing
Our Private Client Services
- Multigenerational Financial Planning
- Personal Balance Sheet & Cash Flow Advisory
- Asset Protection Advisory
- Investment Management
- Philanthropic Advisory
- Family Meeting Facilitation and Wealth Education through Wiss Family Institute
Proprietary papers and writings are the opinions of Wiss. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only and Wiss does not guarantee their timeliness or accuracy.
NO OFFER, INVESTMENT ADVICE, OR PERFORMANCE GUARANTEES
All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Neither the information nor any opinion expressed on this Site constitutes an offer by Wiss to buy or sell any securities or financial instruments, or to provide any investment advice or service. The services, securities and financial instruments described on this Site may not be available to or suitable for you, and not all strategies are appropriate at all times. The value and income of any of the securities or financial instruments mentioned on this Site can fall as well as rise, and an investor may get back less than he or she invested. Foreign-currency denominated securities and financial instruments are subject to fluctuations in exchange rates that could have a positive or adverse affect on the value, price or income of such securities and financial instruments. Clients should consult their advisor with regard to any questions they may have. Nothing on this web site should imply that past results are an indication of future performance. Past performance does not guarantee future performance. Independent advice should be sought in all cases.
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LINKS TO THIRD PARTY WEBSITES
This Site may contain links to other websites, including links to the websites of companies that provide related information, products and services. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Wiss. These links are solely for the convenience of visitors to this Site, and the inclusion of such links does not necessarily imply an affiliation, sponsorship or endorsement. Wiss does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Wiss.
THIRD PARTY RANKINGS
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the advisor by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared and submitted by the advisor, or the amount of assets under management by the adviser. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition.
OUR RIGHTS IN THIS SITE
DISCLAIMER OF REPRESENTATIONS AND WARRANTIES
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Wiss Private Client Advisors, LLC
Attention: Chief Compliance Officer
354 Eisenhower Parkway, Suite 1850
Livingston, NJ 07039