A. Wisniewski Wealth Management LLC (“Adviser”) is an investment adviser organized in the State of Texas, formed in 2009, and principally owned by Scott Wisniewski.
Our firm was first born as an idea. We saw there was a problem – a rash of malpractice in the financial realm and a breakdown of trust. The needs of the affluent were not being met. They too often had to choose between trust and expertise when selecting an advisor.
With that in mind, we have been in operation since 2009 with the main objective of providing fiduciary, holistic advice to help clients reach their goals through the management of their wealth.
We realized there was only one solution – a strong, trust-based relationship between client and advisor. What creates this trust? The things that make us unique: unbiased advice; a handpicked team of seasoned experts; a scientific investment approach; a fine-tuned consulting process; and strategic alliances with world-class experts.
As a fee-only investment adviser, we serve as an independent fiduciary to our clients. This means that we recognize and acknowledge our legal and ethical duty of loyalty to our clients. We work for our clients, not for any other entity or affiliation. Our mission is to protect and promote the financial security of our clients. That’s our solution – one that is designed to empower clients and improve their lives.
B. We offer two investment advisory services - investment consulting and wealth management.
Investment consulting includes, but is not limited to, monitoring a client’s risk tolerance, investing in accordance with that risk tolerance, rebalancing the portfolio, and facilitating the movement of money into and out of the portfolio at the client’s direction. Wealth management is a holistic service comprised of four elements supported by a consultative process. These four elements are demonstrated below: helps fulfill your charitable goals. It is most effective when coordinated with your wealth management plan.
aims to produce the best possible investment returns consistent with your level of risk tolerance and to minimize the tax impact on those returns is aimed at protecting your wealth against potential creditors, litigants, children's spouses and potential ex-spouses intends to find and facilitate the most tax- efficient way to pass assets to succeeding generations, and to do so in a way that meets your wishes.
The consultative process establishes a close and long-term relationship with a client or family.
Successful wealth management begins with a clear, communicative, consultative process. Every relationship we hold is highly manicured to provide thoughtful conversations to fully place us in your shoes. Here is what you can expect to experience when working with us: At the Discovery Meeting, we examine your current situation, your values, your goals, and how we can maximize the possibility of achieving those goals.
At our next meeting, the Investment Plan Meeting, we present our diagnostic of your current situation and our recommendations for how we can bridge the gaps so you can reach your goals.
The next step, the Mutual Commitment Meeting, is when we are ready to make a mutual decision about whether our firm can add substantial value. Should we both choose to work together, we commit to working toward achieving everything that is important

to you and your family. We also execute the documents necessary to put your investment plan into motion.
At the 45-Day Follow-Up Meeting, we help you organize all of your paperwork. We also answer any questions you may have so that you understand exactly what is happening with your money.
The Regular Progress Meetings, which we schedule at intervals convenient to you, provide us an opportunity to review any major changes in your personal or financial situation, review your overall progress toward your long-term financial goals, and implement wealth management solutions that may be appropriate and most important to you.
Adviser’s services are designed for long-term investing rather than short-term trading. For this reason, Adviser reserves the right to impose such restrictions as it may deem necessary or appropriate to discourage or prevent excessive short-term trading activity in connection with its service. Such restrictions can include limiting the number of transactions that can be executed.
Adviser uses its best judgment and good faith efforts in rendering services to clients. Adviser cannot warrant or guarantee any particular level of account performance, nor that an account will be profitable over time. Not every investment decision or recommendation made by Adviser will be profitable.
C.Travel Planning Services. This service handles every aspect of travel seamlessly, starting with pinpointing your destination preferences and crafting a comprehensive itinerary that optimizes logistics. We curate a selection of hotels tailored to your preferences. We then design a day-to-day itinerary based on your interests and our expert recommendations. Finally, we take care of all bookings, including hotels, restaurants, private transfers, beach clubs, private boat charters, tours, and sales appointments, ensuring an unparalleled and hassle-free experience from start to finish.
There isn’t an “additional” charge. The service is included in the total fee, made on a case-by-case basis, per client.
D. Adviser does not participate in any wrap fee programs.
E. When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (the “Code”), as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must: i.Meet a professional standard of care when making investment recommendations (give prudent advice); ii.Never put our financial interests ahead of yours when making recommendations (give loyal advice); iii.Avoid misleading statements about conflicts of interest, fees, and investments; iv.Follow policies and procedures designed to ensure that we give advice that is in your best interest; v.Charge no more than is reasonable for our services; and vi.Give you basic information about conflicts of interest.
F. Adviser manages the following amount of discretionary and non-discretionary client assets calculated as of December 31, 2023: i.Discretionary:$105,518,100 ii.Non-Discretionary:$54,045,030 iii.Total:$159,567,130