Testimonials

Over 400+ financial professionals have chosen to partner with WIS. Hear their stories on how they’ve strengthened their businesses through our world-class tools and support.

It’s nice knowing I can still be independent but have a strong support staff in the background.

WIS treats advisors
as their clients,

just as we would
treat our best clients.

98% of
my clients

came with me.

Hi, I’m Tom, Associate Director of New Business Development. Contact me for a candid discussion about making a transition and to share how I can best serve your future plans.

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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