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How does the advisor help clients – Key Takeaways:
Wilson Wealth Stewardship provides financial advisory services to help clients achieve their financial goals. The firm works with clients to develop personalized financial strategies based on their unique needs and objectives. Through a comprehensive approach, Wilson Wealth Stewardship helps clients navigate complex financial situations and make sound financial decisions.
Facts and Insights
Based in New York City, Wilson Wealth Stewardship is a financial advisory firm that has been in business for over 20 years. The firm is led by a team of experienced financial experts who are dedicated to helping clients build and preserve their wealth. Wilson Wealth Stewardship has a track record of providing exceptional financial advice and has helped numerous clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
These numbers demonstrate Wilson Wealth Stewardship’s financial strength, expertise, and long-standing presence in the industry.
Financial Services Offered
Wilson Wealth Stewardship offers a wide range of financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, tax planning, estate planning, insurance planning, and more. The firm also provides customized financial solutions for business owners, professionals, executives, and high net worth individuals.
Client Types
Wilson Wealth Stewardship serves a variety of clients, including individuals, families, businesses, and organizations. The firm’s clients come from different backgrounds and have varying financial needs and goals. Wilson Wealth Stewardship works closely with each client to understand their unique circumstances and create tailored solutions to help them achieve their financial objectives.
Fees & Compensation
As a fee-only financial advisory firm, Wilson Wealth Stewardship charges a percentage of the assets under management as its fee. This structure aligns the firm’s interests with those of its clients and ensures that the firm’s compensation is not influenced by product sales or commissions. This fee structure also promotes transparency and helps clients understand how much they are paying for the firm’s services.
Background
Wilson Wealth Stewardship was founded in 1999 by John Wilson, a financial expert with over 30 years of experience in the industry. Under his leadership, the firm has grown to become a respected name in the world of financial advisory. John and his team of advisors have a deep understanding of the markets and possess the expertise to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
It is important for clients to understand the potential risks associated with their financial advisor. Wilson Wealth Stewardship has a clean record with no disciplinary actions or sanctions against the firm or its advisors. The firm is committed to maintaining the highest ethical standards and always puts the best interest of its clients first.