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.