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Learn how WIS incorporates personal values with investment decisions for our clients continuous fiduciary oversight, giving them a renewed sense of confidence for the future, for themselves and for their families.

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WIS Is Open For Business

We’re open for business and here for you. WIS has a cloud-based technology infrastructure that enables team members to work remotely. This includes applications like Zoom Video Communications, MyRepChat, DocuSign, and Box, plus the ability to make mobile deposits. Our websites are always available 24/7 and cover a variety of self-servicing needs. We continue to work seamlessly with our multiple national clearinghouses, as well as servicing all domestic and offshore accounts. It’s a great time to come aboard.

It's time for different.

The world is changing. So are people’s expectations.
And that means wealth management needs to change too.

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