15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
We want you to find the deeper meaning to your life. You’ve worked hard for your money, but how can you use it to feel like you are truly and deeply fulfilled.
Our Clients’ lives are enriched by their families, and we work to make sure their family’s needs are always fulfilled. We work primarily with clients approaching retirement who are concerned about the long-term security of their family.
At Wilson Financial Group we believe in values-based planning, constructing properly allocated portfolios that don’t expose you to unnecessary risk, and hiring best-of-class strategists to ensure you have the highest potential for success.
Through our values-based discovery and implementation process, our clients uncover their financial values, share the concerns they have about money and establish goals they want their wealth to accomplish.
By working with us you will gain clarity in how you want your wealth to work for you, confidence that we understand your concerns and anxieties and comfort in knowing that we will focus on helping you ensure your family needs are fulfilled.