Archives

  • A New Addition to the Atria Family!

    By westernadmin | Thursday, October 27, 2022

    We are delighted to welcome another member into the Atria family. Congratulations to dad Andy Gitipityapon, (more…)

  • Weekly Roundup 10/26

    By Investment Solutions | Wednesday, October 26, 2022

    Welcome to the Investment Solutions Weekly Roundup, featuring specially curated content to help you grow your business. (more…)

  • Lunch, learning and Top Golf with First Trust

    By westernadmin | Monday, October 24, 2022

    First Trust, one of our partners, really outdid themselves with their latest event at Topgolf.  We spent the first half learning about their (more…)

  • This Is Your RMD Reminder

    By Tony Puglia | Friday, October 21, 2022

    Did you know there are less than 50 business days until the end of the year?  It’s important to ensure clients who still have (more…)

  • Lunch and Learn with Lincoln Financial

    By westernadmin | Wednesday, October 19, 2022

    Thank you to Brendan Lavelle and Lincoln Financial for hosting such an informative meeting in the Pasadena office on Tuesday. (more…)

  • Weekly Roundup 10/6

    By Investment Solutions | Thursday, October 6, 2022

    Welcome to the Investment Solutions Weekly Roundup, featuring specially curated content to help you grow your business. (more…)

  • October 2022 Anniversaries

    By westernadmin | Wednesday, October 5, 2022

    Anniversaries are important to us at WIS. This month we’re featuring Peter Steege, Registered Representative. The celebration of anniversaries gives us an opportunity to remember why we are all here… (more…)