A complete list of active advisors currently associated with Wilson Wealth Stewardship

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

Wilson Wealth Stewardship provides investment advisory and consulting services to individuals, high‑net‑worth clients, trusts, estates, corporations and charitable organizations, managing about $58.9 million for roughly 155 clients through a two‑advisor team. Services include portfolio management delivered primarily via platform‑approved sub‑advisers and co‑advisors, third‑party money manager referrals, and consulting on 529 college savings plans and employer benefits selections. The firm typically implements client portfolios by recommending sub‑advisers or co‑advisors who are granted discretionary authority to select and trade investments on the platforms used, while the firm monitors performance and acts as a communication conduit. Fees are charged as a percentage of assets under management (the firm does not charge performance‑based fees), and advice is tailored to individual circumstances with accommodations for special situations and modest tactical cash positioning when appropriate. Distinctive features include the firm’s delivery of occasional seminars and free workshops to the public, associations, family foundations and employers—educational offerings that are provided on an impersonal basis. The firm’s representatives are also licensed insurance agents and the adviser receives referral/solicitor compensation from some third‑party managers and commissions on insurance or annuity sales, which creates potential conflicts of interest that clients should review.

To learn more about the advisors currently working at Wilson Wealth Stewardship, 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.