At the Wilson Group, we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
A rule of ethical conduct, called the CLU Pledge, has been established by the American Society of Chartered Life Underwriters and is one to which the Wilson Group adheres. It also sums up their business mission. It reads, in part: "I shall, in the light of all conditions surrounding those I service, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself."