A complete list of active advisors currently associated with J Wilson Wealth Management

Warmer can help you find a great advisor at J Wilson Wealth Management or one who fits your needs even better.

J Wilson Wealth Management is a state-registered investment adviser managing roughly $25 million for about 90 clients, serving individuals, families and higher‑net‑worth clients. The firm offers discretionary portfolio management alongside project‑based and comprehensive financial planning and tax return preparation services. The adviser builds client-specific investment plans that emphasize asset allocation and primarily passive vehicles, supplemented by fundamental analysis, and performs account reviews at least quarterly. It also supports held-away retirement and defined-contribution accounts through a third‑party connectivity platform and provides ongoing planning through a subscription-style comprehensive planning engagement in addition to fixed‑price or hourly project work. Distinctive aspects of the firm include its subscription-based comprehensive planning model and the inclusion of tax preparation services for planning clients, features that are uncommon among independent peers. The firm also manages held-away accounts via a platform (avoiding custody) and does not provide separate written performance reports to investment advisory clients.

To learn more about the advisors currently working at J Wilson Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.