A complete list of active advisors currently associated with Wiss Private Client Advisors, LLC

Warmer can help you find a great advisor at Wiss Private Client Advisors, LLC or one who fits your needs even better.

Wiss Private Client Advisors, LLC is a ten-advisor team managing roughly $1.2 billion that serves high‑net‑worth individuals, families, trusts, estates, charitable organizations, corporations and pension/profit‑sharing plans. The firm provides wealth and investment management, discretionary portfolio management, financial planning and consulting, and generally requires a $1,000,000 portfolio minimum (with discretionary exceptions). Wiss employs a mix of fundamental and technical analysis and allocates client assets across mutual funds, ETFs, individual debt and equity securities and Independent Managers, tailoring portfolios to client risk tolerance, liquidity needs and time horizon. The firm uses both long‑ and short‑term trading, monitors Independent Managers on an ongoing basis, recommends privately‑placed collective investments for eligible clients using a third‑party due‑diligence platform, and has disclosed it will offer digital‑asset investments to select clients. The firm is principally owned by Wiss & Co., a certified public accounting firm, and shares staff and referral relationships with its accounting and insurance affiliates, which provide tax preparation, outsourced accounting, trust and estate, CFO advisory and insurance services; the brochure discloses the resulting potential conflicts of interest. Those ownership and referral arrangements, together with the firm’s use of private placements and its expansion into digital assets, differentiate its service mix from many peer advisor teams.

To learn more about the advisors currently working at Wiss Private Client Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.