Is your money growing as fast as you need it to?
Whether you're aiming to reach specific goals or to retire by a certain date, our specialty is helping you grow your net worth at the right rate, and managing it with straightforward advice.FIND OUT MORE
Our focus is getting everything related to your wealth and wealth goals in order, up to date, and on track for retirement. To this end, we provide the following services and manage portfolios with the following investment types.
Our services include:
Our investment product offering includes:
It all boils down to one important thing: that your timeline and your rate of progress match up. Our ultimate goal is to establish the growth you need in the time you have.
Whether it’s risk control, estate planning or your retirement timeline, all the different parts of your wealth should be working together, not pulling you in different directions. We work to keep all your strategies simple and in sync.
Now is always better than later, and foresight better than hindsight. We operate with a long-term outlook and we encourage the same in our clients.
Whether you have a long way to go or you’re almost there, your plan is where it all starts. As a tool for gauging progress and updating your wealth strategies, it’s at the center of what we do.
If your spare time is limited, it’s worth having a process that allows you to keep an eye on things without having to manage all the minute details. With a focus on net worth, we show clients the bottom line in addition to our monitoring and updating processes.
There are specialists essential for aspects of your wealth plan, and then there are some that become necessary down the road, for a single purpose. In either case, we have the connections and relationships that allow clients to get the specialized advice they need.
I like that Jim always provides me with the bottom line, but I also value his in-depth knowledge. When I want to understand the decisions that he and his team make, he communicates the details in a way that is simple, straightforward and efficient.
Nancy Melcher Landscape Design
Jim is always able to provide honest, straightforward advice, and to connect me with the right people whenever the need arises. He has helped me optimize every part of my wealth for the growth I need for retirement.
WMH & Associates Consultants Ltd.
When I came to Jim I had not given much thought to how prepared I was for retirement, but he was able to put, in very simple terms, what needed to happen for me to meet my financial objectives. Because of Jim and his team, who have been consistently reliable and effective, I’m in a much more comfortable place in relation to my retirement.
Director Regulatory, Retired
Jim takes the time that I don't have to manage my wealth properly. It's a comfort to know that everything’s in order while I focus on other things.
VP Senior Advisor Consultant
With the Wilson Financial Team I always have the feeling that they understand the value of my money and my time. They respond to my questions when I call, and act on our decisions straight away.