About G.M. Wilson Private Wealth Management:

G. M. Wilson Private Wealth Management prides itself on delivering that special, one on one attention, to client’s individual needs. As the president and owner, I will work with you to define your goals, address your concerns, and create a map to achieve your financial objectives. You have worked hard for your money. Why not work with someone who really cares about your financial success.

Our philosophy at G.M. Wilson Private Wealth Management concerning the management of an individual’s wealth is very simple:

“Always Do What Is Best for the Client”

Because G.M. Wilson Private Wealth Management is an independent firm, without ties to specific money managers, or mutual fund companies, we will always remain objective in our investment recommendations.

Services:

Below are a few examples of the specialized services we provide our clientele in helping reach their investment goals.

• 401(k) Transfers to Individual IRA Accounts
• Asset Allocation & Risk Management
• Financial Planning & Wealth Management
• Estate Planning
• Insurance Needs
• Retirement Income

Resources

At G.M. Wilson Private Wealth Mgmt. we utilize Charles Schwab & Co. Institutional Client Services Group as our provider of trading and trustee support.

Through Charles Schwab & Co. our client’s assets are backed by their insurance protection. TradeRight Securities LLC is our secondary broker dealer.

Member of NASD & SIPC