Personalized Financial Planning
The Wiss Private Client Advisory team builds an investment strategy alongside our clients, considering their lifestyle objectives, time horizons, and tolerance for risk. We analyze your assets and build a plan and stress test it against future market scenarios. We then build out a customized financial plan and portfolio of investments to meet your goals, followed by ongoing check-ins.
The client facing financial planning platform enables clients to easily access and track liquid and non-liquid assets. The platform is utilized for financial planning and budgeting. The online vault feature facilitates collection and security of sensitive information related to investments and tax preparation.
We assemble a team of practice leaders from across Wiss that work cohesively to address any and all needs a client may have from bill pay to outsourced accounting to tax to business succession planning. We all sit at the same side of the table on the client's behalf.
Ongoing Financial Advice
Each and every client is offered a monthly update review of market conditions along with answering questions related to financial needs or concerns. This provides an opportunity to fine-tune the financial plan and bring in practice area experts from Wiss to address questions related to accounting, tax and advisory services.
We are a fee-only advisor. This means we do not receive commission for product sales. We are only compensated by fees from our clients. This provides transparency, minimizes conflicts and ensures that we act as a fiduciary. We believe this is an important differentiator from traditional brokerage firms whose compensation may be based on commissions related to product sales.