For over 20 years, G.M. Wilson Private Wealth Management Group has been providing expert financial guidance and services to clients. With a strong focus on client satisfaction and success, G.M. Wilson aims to be the go-to source for all private wealth management needs. As a trusted financial expert, clients can trust in their capabilities and knowledge to help them achieve their financial goals.
How does the advisor help clients – Key Takeaways:
The team at G.M. Wilson helps clients manage their wealth by providing personalized financial planning and investment strategies tailored to their specific needs and goals. Their experts also offer comprehensive risk management strategies to protect their clients’ assets.
Facts and Insights
G.M. Wilson has over $500 million in assets under management and a team of 15 experienced advisors. They have been in business for over 20 years, building a wealth of knowledge and expertise in the field of private wealth management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 15 |
| Time in Business | 20 years |
Financial Services Offered
G.M. Wilson understands that each client has unique financial needs. Therefore, they offer a wide range of financial services to cater to those individual needs. These services include:
- Financial Planning
- Investment Management
- Tax Planning
- Retirement Planning
- Estate Planning
- Insurance Advisory
- Risk Management
- College Savings Planning
Client Types
G.M. Wilson serves a diverse group of clients, including high-net-worth individuals, families, and small business owners. They understand that each client has different financial goals and customize their services accordingly.
Fees & Compensation
G.M. Wilson is committed to transparency and discloses all fees and compensation to their clients. They charge a fee-based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ success.
Background
The team at G.M. Wilson Private Wealth Management Group is made up of experienced and highly educated financial advisors. They hold various certifications and designations, including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Certified Public Accountant (CPA®).
Financial Advisor Disclosures to Know
As a registered investment advisor, G.M. Wilson is required to disclose any conflicts of interest or potential risks to their clients. They fully adhere to these disclosure requirements and prioritize transparency in all their dealings with clients.