Wilson Financial Group

Overview

Wilson Financial Group is a small, sole-proprietorship advisory practice focused on individual and family clients. The firm operates as an insurance broker and provides portfolio management for individuals and small businesses, charging clients a fee based on a percentage of assets under management. Wilson Financial Group is structured as an individually owned, unclassified adviser and is not identified as a capital allocator, pension consultant, related adviser, or multi-state adviser. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices