Your Full-Service Accounting + Business Growth Advisory Partner

Wealth Management

Wealth Management

Risk management and wealth preservation is foundational to our philosophy.

Wiss Private Client Advisors, LLC provides a curated service for high net-worth individuals and families including full investment portfolio management with access to an array of investment resources.  We take pride in being a registered investment advisor, which means we are legally bound to serve in our clients’ best interests.  

Together with Wiss practice leaders, our clients benefit from a full range of integrated tax and financial services.

We don’t like surprises and neither do our clients.  That is why we take careful measures to inform and educate our clients every step of the way, and prepare in anticipation of how future markets might effect their financial outcomes.

“Our clients desire someone who can do financial and tax planning in an integrated fashion.”

Stephanie Hughes, CEO, Wiss Private Client Advisors

Wiss Private Client Advisors:  Key Differentiators

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.

Wiss Financial Planning Platform

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.  

Holistic Client Service Approach

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. 

Fiduciary Responsibility

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.

 

 

 

Legal Disclaimer

Wiss Private Client Advisors, LLC ("Wiss") is a Registered Investment Advisor. Wiss provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC or a state does not imply a certain level of skill or training. PLEASE READ THESE TERMS OF USE CAREFULLY. By accessing and using this Site, you acknowledge that you have read, understand, and agree to be bound by all of the terms and conditions set forth below. We reserve the right to amend these terms of use from time to time by posting the amended terms on this Site.

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 opinions 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.

COPYRIGHTS

The content of the Wiss website on the Internet are protected by applicable copyright laws. No permission is granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, or user interface design or logos.

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 rating 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

Wiss and/or our suppliers reserve all right, title and interest in and to this Site and all materials, information, and compilations of information available on or through this Site, as well as the domain name, design, layout, and "look and feel" of this Site, the trademarks, service marks, and trade dress related thereto, and all other intellectual property and other proprietary rights embodied therein and appurtenant thereto. You agree that you will have no rights in or to any of the foregoing, express or implied, other than the rights expressly granted in these terms of use, or otherwise expressly granted to you in writing by an authorized representative of Wiss.

DISCLAIMER OF REPRESENTATIONS AND WARRANTIES 

THIS SITE IS PROVIDED ON AN "AS IS"; AND "AS AVAILABLE"; BASIS. WISS MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, REGARDING YOUR ACCESS TO OR USE OF THIS SITE, OR THE PRODUCTS, SERVICES OR INFORMATION DESCRIBED ON OR AVAILABLE THROUGH THIS SITE. WITHOUT LIMITING THE FOREGOING, WE EXPRESSLY DISCLAIM ANY AND ALL REPRESENTATIONS AND WARRANTIES OF ACCURACY, COMPLETENESS, TIMELINESS, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT OF THIRD-PARTY RIGHTS. THIS SITE INCLUDES FACTS, VIEWS AND OPINIONS OF INDIVIDUALS AND ORGANIZATIONS DEEMED OF INTEREST. NOTHING CONTAINED ON THIS SITE SHALL BE CONSTRUED AS AN ENDORSEMENT OF THESE VIEWS OR OPINIONS.

CONTACTING US

If you have questions about these terms of use, the content of this website, or to obtain a copy of our Disclosure Document or Privacy Policy, please contact:

Wiss Private Client Advisors, LLC

Attention: Chief Compliance Officer

354 Eisenhower Parkway, Suite 1850

Livingston, NJ 07039

973-577-2529

How can our Wealth Management team help you today?



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