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Local Independent Wealth Management Firm Expands, Opens San Jose Office

Published on Friday, July 30, 2021 | 5:47 am

Western International Securities, Inc., an independent wealth management firm based in Pasadena, has opened its latest “turnkey” branch location in downtown San Jose.

The new Silicon Valley location expands the firm’s nationwide turnkey wealth management presence into Northern California, a company statement on Thursday said.

“We are thrilled to unveil the new office in San Jose. Not only is it one of the finest buildings in the region, it’s an important location for us as we support the trend of financial professionals in the San Francisco Bay area who are considering going independent,” said Doug Ketterer, CEO and founding partner of Atria Wealth Solutions, Inc. “The turnkey offering empowers them to take control of and build equity in their business while fulfilling their real estate, support and infrastructure needs so they can focus on best serving their clients.”

A wholly owned subsidiary of Atria Wealth Solutions, WIS offers its turnkey affiliation to help financial professionals achieve a seamless transition to independence. From day one of their transition, a team of trained support staff and fully furnished office space with leading technology and critical infrastructure are immediately available for these professionals, empowering them to comprehensively serve clients.

Financial professionals also gain instant access to the full suite of modern tools available to Atria broker-dealers, including award-winning Unio, an integrated adviser platform; Contour, a comprehensive fee-based advisory platform; and Clear1, an intuitive client-facing portal.

“We understand the complexities of starting a new practice,” said Don Bizub, WIS president. “Our turnkey program is effective and proven. Financial professionals retain up to 98 percent of their clients with this model. We provide the people, the infrastructure and the environment so they can deliver customized solutions to their clients – in one of the most premier office buildings in Northern California.”

The San Jose branch is located at Ten Almaden, where the premier client experience begins in the lobby, the statement said. Financial professionals gain a fully furnished private office and access to a state-of-the-art conference center, fully equipped gym and modern indoor and outdoor spaces.

Established in 1995, WIS serves over 400 independent financial professionals. Aside from the Pasadena and San Jose offices, WIS has a growing roster of first-class turnkey locations in Los Angeles, Newport Beach, Westlake Village, and throughout the U.S.

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