Wilson, Wilson & Company
Who We Are
Wilson, Wilson & Company offers soft-spoken Southern advice in a Wall Street world. We believe financial planning should feel like sitting on the front porch, talking through life’s important decisions over a tall glass of cold tea. Discussing money and retirement can be daunting, but it doesn’t have to be complicated or scary. Our boutique management style provides investors with a bespoke investment approach that is tailored to the client’s individual objectives.
How We Help
We’ve been blessed to work with hundreds of families and business owners since our founding in 1989. In that time, we’ve found the best financial advice comes from really listening to what matters to you. We have gained a lifetime’s worth of experience helping our clients meet their financial needs over the last 40 years and can use that experience to help you and your family succeed. Whether you’re concerned about retirement or worried about your insurance needs, we can help.
Retirement Planning
Let’s make the golden years truly golden. We’ll help you figure out how much you’ll need and the best ways to get there, whether that’s through your 401(k), IRAs, or other savings.
Investments
Wanting to find new ways to make your money work for you? We’ll find a balance between risk and reward and recommend investments that are suitable to your needs and long-term goals.
Insurance & Annuities
We’ll help you think through what kind of safety net makes sense for your family—whether that’s life insurance and long-term care insurance to protect your loved ones, disability coverage to protect your income, or an annuity to provide a steady source of funds in retirement.
Business Planning
As business owners ourselves, we understand the unique challenges entrepreneurs face. We’ll help you think through everything from setting up the right structure to planning for the day you want to step back and let someone else take the reins.
Family Estate Planning
Estate planning means making sure your family is cared for and your wishes are honored. We’ll work with you and your attorney to set up wills, trusts, and other arrangements to create a long-lasting legacy.
Capital Gains Planning
Whether from a sale of a business, stock, or real estate, there are a variety of ways to approach capital gains planning. We assist with all of the above in different ways. In coordination with your account, we’ll review your situation to establish the best plan for you.
Financial Planning
Keep more of the money that you’ve worked so hard to save and invest. In coordination with your accountant, we’ll review your situation to find tax savings across your assets and investments. Financial planning basics should be understandable with paper and pencil, but can be as formal and sophisticated as you like. We offer formal financial planning services through Cambridge with a team of Certified Financial Planner™ professionals.
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Find Your Financial Partner at Wilson, Wilson & Company
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