Wiss Private Client Advisors, LLC which also does business as Wiss Family Office, offers a variety of advisory services, which include financial planning, consulting, investment management, and wealth management services. Prior to Wiss Private Client Advisors, LLC rendering any of the foregoing advisory services, clients are required to enter into one or more written agreements with Wiss Private Client Advisors, LLC setting forth the relevant terms and conditions of the advisory relationship (the “Advisory Agreement”). Wiss Private Client Advisors, LLC has been registered as an investment adviser since September 2017 and is principally owned by Wiss & Co, LLP (“Wiss & Co.”), a certified public accounting firm. As of December 31, 2023, Wiss Private Client Advisors, LLC had $539,700,078 of assets under management, $527,188,438 of which was managed on a discretionary basis and $12,511,640 of which was managed on a non-discretionary basis. While this brochure generally describes the business of Wiss Private Client Advisors, LLC, certain sections also discuss the activities of its Supervised Persons, which refer to the Firm’s officers, partners, directors (or other persons occupying a similar status or performing similar functions), employees or other persons who provide investment advice on Wiss Private Client Advisors, LLC’ behalf and are subject to the Firm’s supervision or control. Financial Planning and Consulting Services Wiss Private Client Advisors, LLC offers clients a broad range of financial planning and consulting services, which include any or all of the following functions:
• Goals-Based Planning
• Financial Reporting
• Investment Consulting
• Cash Flow Forecasting
• Retirement Planning
• Risk Management
• Charitable Giving
• Distribution Planning These services are rendered in conjunction with investment portfolio management as part of a comprehensive wealth management engagement (described in more detail below). In performing these services, Wiss Private Client Advisors, LLC is not required to verify any information received from the client or from the client’s other professionals (e.g., attorneys, accountants, etc.,) and is expressly authorized to rely on such information. Wiss Private Client Advisors, LLC recommends certain clients engage the Firm for additional related services and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists for the Firm to recommend that Page | 5 © MarketCounsel 2024 clients engage Wiss Private Client Advisors, LLC or its affiliates to provide (or continue to provide) additional services for compensation, including investment management services. Clients retain absolute discretion over all decisions regarding implementation and are under no obligation to act upon any of the recommendations made by Wiss Private Client Advisors, LLC as part of a wealth management engagement. Clients are advised that it remains their responsibility to promptly notify the Firm of any change in their financial situation or investment objectives for the purpose of reviewing, evaluating or revising Wiss Private Client Advisors, LLC’ recommendations and/or services. Investment and Wealth Management Services Wiss Private Client Advisors, LLC manages client investment portfolios on a discretionary or non- discretionary basis. In addition, Wiss Private Client Advisors, LLC provides certain clients with wealth management services which include both a broad range of financial planning and consulting services and discretionary and/or non-discretionary management of investment portfolios. Wiss Private Client Advisors, LLC primarily allocates client assets among various mutual funds, exchange-traded funds (“ETFs”), individual debt and equity securities, and independent investment managers (“Independent Managers”) in accordance with their stated investment objectives. In addition, Wiss Private Client Advisors, LLC also recommends that certain eligible clients invest in privately placed securities, which may include debt, equity and/or interests in collective investment vehicles (e.g., hedge funds, private equity funds, etc.). Where appropriate, the Firm also provides advice about any type of legacy position or other investment held in client portfolios, however, clients should not assume that these assets are being continuously monitored or otherwise advised on by the Firm unless specifically agreed upon. Clients can engage Wiss Private Client Advisors, LLC to manage

and/or advise on certain investment products that are not maintained at their primary custodian, such as variable life insurance and annuity contracts and assets held in employer sponsored retirement plans and qualified tuition plans (i.e., 529 plans). In these situations, Wiss Private Client Advisors, LLC directs or recommends the allocation of client assets among the various investment options available with the product. These assets are generally maintained at the underwriting insurance company or the custodian designated by the product’s provider. Wiss Private Client Advisors, LLC tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives. Wiss Private Client Advisors, LLC consults with clients on an initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints and other related factors relevant to the management of their portfolios. Clients are advised to promptly notify Wiss Private Client Advisors, LLC if there are changes in their financial situation or if they wish to place any Page | 6 © MarketCounsel 2024 limitations on the management of their portfolios. Clients can impose reasonable restrictions or mandates on the management of their accounts if Wiss Private Client Advisors, LLC determines, in its sole discretion, the conditions would not materially impact the performance of a management strategy or prove overly burdensome to the Firm’s management efforts. Use of Independent Managers As mentioned above, Wiss Private Client Advisors, LLC selects certain Independent Managers to actively manage a portion of its clients’ assets. The specific terms and conditions under which a client engages an Independent Manager may be set forth in a separate written agreement with the designated Independent Manager. In addition to this brochure, clients may also receive the written disclosure documents of the respective Independent Managers engaged to manage their assets. Wiss Private Client Advisors, LLC evaluates a variety of information about Independent Managers, which includes the Independent Managers’ public disclosure documents, materials supplied by the Independent Managers themselves and other third-party analyses it believes are reputable. To the extent possible, the Firm seeks to assess the Independent Managers’ investment strategies, past performance and risk results in relation to its clients’ individual portfolio allocations and risk exposure. Wiss Private Client Advisors, LLC also takes into consideration each Independent Manager’s management style, returns, reputation, financial strength, reporting, pricing and research capabilities, among other factors. Wiss Private Client Advisors, LLC continues to provide services relative to the discretionary or non- discretionary selection of the Independent Managers. On an ongoing basis, the Firm monitors the performance of those accounts being managed by Independent Managers. Wiss Private Client Advisors, LLC seeks to ensure the Independent Managers’ strategies and target allocations remain aligned with its clients’ investment objectives and overall best interests. As mentioned above, Wiss Private Client Advisors, LLC selects certain Independent Managers to actively manage a portion of its clients’ assets. The specific terms and conditions under which a client engages an Independent Manager may be set forth in a separate written agreement with the designated Independent Manager. In addition to this brochure, clients may also receive the written disclosure documents of the respective Independent Managers engaged to manage their assets. Service from Affiliates Wiss & Co. LLP may provide certain services directly to clients of the Firm. Generally, each company will only provide services where directly engaged by a client. At times, however, it may be difficult for the client to know whether services are provided by Wiss Private Client Advisors, LLC or Wiss & Co. LLP. Both companies have clients sign a consent to share information in order to ensure that clients Page | 7 © MarketCounsel 2024 understand that both companies can be providing services. Below are just an example of services provided to Wiss Private Client Advisors, LLC clients by Wiss & Co.:
• Tax Preparation Services, Compliance and Consulting
• Outsourced accounting and administration
• Assurance
• Transaction Advisory
• Trust and Estate Services
• CFO Advisory