Maureen Wilson

"Our clients can become more confident and successful as a result of the way we treat them and the level of respect and care they receive."
About Maureen Wilson

Delivering exceptional client experiences and a clear, long-term plan.

Our team seeks to create compelling wealth management strategies for affluent individuals and families, with a concentration on executives. Outside of our families, you are our first priority.

We are in the business of helping you improve your financial outcomes, grounded in a disciplined team structure, so you can be secure and confident in our process. Our service strategy—affectionately titled the 12:4:2— ensures that we speak with you each month, review your investment performance each quarter, and update your wealth plan twice a year.

Meet Our Team



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Wealth Planning

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