About Maureen Wilson

A true partnership for your financial future
You've worked hard to get where you are, and my team and I recognize the effort it's taken to build your wealth. That's why I take a collaborative approach—not just as an advisor, but as a trusted partner—helping you preserve and grow what you've worked for, ensuring it endures for future generations.
A wealth management process tailored to you
Your goals are as individual as you are, and your wealth plan should be as well. My team and I deliver tailored financial guidance built around your needs and objectives. Our process is straightforward
and consistent:

  1. Getting to know you: We start with deep conversations to understand what's most important to you—your values, family dynamics and goals.
  2. Designing a wealth plan: My team and I develop a customized, long-term plan that addresses everything from education and retirement funding to tax-efficient legacy planning. Our focus is on aligning the many elements of your financial scenario.
  3. Implementing an investment strategy: We create an investment strategy that targets your goals and then adjust it as your circumstances evolve.

Holistic, fully-integrated planning
My team and I recognize that your financial picture can be multifaceted. We work alongside your attorneys, accountants and other outside advisors to integrate estate planning, tax strategies and wealth transfer goals.
Continuity for generations
Having worked with multiple generations of families, I understand the importance of fostering continuity. My team and I ensure that everyone's voice is heard and that younger members are prepared for the responsibilities ahead. It's not just about managing wealth; it's about creating a lasting legacy.
Your goals, our commitment
When it comes to your aspirations, what matters most to you matters most to my team. Our passion is helping you pursue your dreams with purpose, clarity and confidence.

Meet Our Team

Insights

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.