What kind of clients do you work with?
We are privileged to call many types of individuals our clients, including business owners, doctors, professional athletes, accountants, entrepreneurs, etc.
We are primarily a referral-based company and a typical client comes to, or is referred to us, before or shortly after a major windfall of money event. Such as the sale of a business interest, an inheritance, an insurance settlement, a large contract or is simply at or near retirement after a successful career.
We believe strongly in endowment style portfolios for long term income and growth as well as for multi-generational wealth. While we tailor our portfolios to each individual client’s unique set of circumstances, many of our solutions and ideas are only available to Accredited Investors.
What is your fee structure?
As a dually registered Financial Advisor, we are licensed to offer solutions via a traditional “commission” structure or as a “fee based” Advisor where we agree on a fee based on your assets under management. Due to different solutions having different structures and anticipated timelines, currently, we find this flexibility to be the best solution. Disclosure by us about these two options is key, so you always know where and how we are paid.
That said, on the “fee based” side of the business where we can control some of the inputs that ultimately go into the fee structure. We have spent a great deal of time over the years trying to cutout extra layers where we can.
How do I start working with you?
Simply call us or send an introductory email and we can setup a complimentary meeting to learn about your specific situation. Our goal for any first meeting is to see if there are opportunities for us to add value to your situation, as well as decide if we BOTH feel there is a good fit to move forward together. Please let us know who referred you to us so we are able to thank them in an appropriate manner.
Wilson wealth management 