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Family Office Financial Planning Platform

March 16, 2020 / By Wiss

Stephanie Hughes, CEO, Wiss Private Client Advisors, describes how the Wiss Family Office Financial Planning Platform is so integral to the planning, budgeting, modeling and reporting process, and why it is such a valuable resource to clients.

Wiss Private Client Advisors, LLC (“WPCA”) is an SEC registered investment adviser with its principal place of business in New Jersey. WPCA 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 does not imply a certain level of skill or training. WPCA services are offered alongside and in coordination with the services of Wiss & Company, LLP.

This video is provided for informational purposes, not as personal investment advice. We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. Information contained herein includes certain forward-looking statements which indicate future possibilities. Actual results may differ materially from the expectations portrayed in such forward-looking statements. There is no guarantee views and opinions expressed herein will come to pass.

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