The Wilson Group

"With close to three decades of financial experience, we have a deep understanding of the complexity of our clients’ lives, and offer tailored investment solutions to pursue our clients’ financial goals."
About The Wilson Group

Welcome

The Wilson Group provides comprehensive wealth and portfolio management strategies for high-net-worth individuals and small business owners. With close to three decades of financial experience, we have a deep understanding of the complexity of our clients' lives, and offer tailored investment solutions to pursue our clients' financial goals.
The cornerstone of our business is risk management. Once your risk parameters are identified, David Wilson, portfolio manager in the J.P. Morgan Wealth Management Portfolio Manager Program, employs an active investment management program that incorporates both sides of your balance sheet and all asset classes. Our investment philosophy is goal-oriented and aimed at asset preservation, accumulation, and appreciation. Leveraging J.P. Morgan's intellectual capital and industry-leading resources, our proprietary investment management program actively manages, analyzes and monitors risk so that your goals are pursued in a manner that is consistent with your risk tolerance.
Warren Buffet once said, "Predicting rains doesn't count; building arks does." Investing is a process that involves challenges and opportunities. The Wilson Group believes that allocating your assets and risk in a prudent, targeted and decisive manner is paramount to success.

Investment Approach

Our investment philosophy is a value-based, long-term philosophy aimed at asset preservation, accumulation and appreciation. The cornerstone of our business is risk management. Once your risk parameters are identified, The Wilson Group employs an active investment management program that incorporates both sides of your balance sheet and all asset classes. Leveraging J.P. Morgan's intellectual capital and industry-leading resources, our proprietary investment management program actively manages, analyzes and monitors risk so that your goals are pursued in a manner that is consistent with your risk tolerance.
The Wilson Group's approach to managing your financial affairs goes far beyond typical wealth management. We employ a family office approach, which allows us to anticipate your family's needs and provide customized solutions. The Wilson Group works with multiple generations of families and their businesses to offer investment and retirement planning, banking and lending strategies to integrate your financial and life management needs. We may also consult with your other professional advisors, including your accountant, attorney and/or business managers, to ensure that your investment plan works well within your overall wealth management plans.
After taking the time to understand your goals and risk tolerance, The Wilson Group can implement a credit strategy that is structured to your unique circumstances and personal wealth management objectives. We specialize in unique financing tools, such as secured lines of credit, securities-based lending, and home financing consisting of jumbo and non-conforming residential mortgages that offer a variety of flexible lending arrangements.
In times of market instability and turbulence, active management matters. The Wilson Group can serve as your Portfolio Manager, allowing us to handle all investment decisions affecting your portfolio: from mapping out longer-range strategic investment decisions to deciding when to take advantage of timely opportunities—all within a risk framework based on your financial objectives, liquidity needs, risk tolerance and time horizon.
The Wilson Group has access to J.P. Morgan's award-winning, industry-leading research in all sectors and markets in which our firm does business. Through our team, you will receive the customized service of a boutique firm while being a part of a company that is a global leader in asset management and investment banking.

Meet Our Team

Insights

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