A complete list of active advisors currently associated with Wilson Capital, LLC

Warmer can help you find a great advisor at Wilson Capital, LLC or one who fits your needs even better.

Wilson Capital provides fee-based investment advisory and financial planning to individuals, trusts, and small-business profit sharing plans. The firm offers discretionary portfolio management and tailors advice to client objectives, including accommodating client-imposed investment restrictions. The firm’s investment approach emphasizes a tactical allocation strategy informed by fundamental analysis, using equities, mutual funds, government securities and cash positions to manage risk and pursue performance. Portfolios are typically managed for longer-term holdings but may include shorter-term trades, specific stock selections for sector or dividend exposure, and the use of cash as a hedging tool when deemed appropriate. What is distinctive is the firm’s willingness to serve profit-sharing plans, working with plan trustees to manage participant portfolios under an investment policy statement and invoicing the trustee on aggregate plan assets—an arrangement that is uncommon among independent advisers of this size. The firm operates with discretionary authority, recommends a preferred custodian for execution, does not accept custody except for authorized fee deduction, and leaves proxy voting to clients.

To learn more about the advisors currently working at Wilson Capital, LLC, 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.

Name	Location	Years of experience
Ryan Wilson	Swampscott, MA	13

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