Our Clients
Client Corner
| Client Profile |
| Most of our clients come to J.E. Wilson Advisors when they are nearing or seriously planning retirement. Our average client is approximately 60 years of age. More than two thirds of our clients are physicians. Most of our clients have investable assets of $2-20 million. We are, by design, a small boutique wealth management firm and limit our client relationships to those whom we can add substantial value. The commonality among all of our clients is the desire for objective planning assistance on a long-term basis, where we provide a high-level service to a select group of clients. |
| How to Become a Client |
| If you are interested in becoming a client of J.E. Wilson Advisors, please contact us for a complimentary consultation. Our Integrated Economic Solution® process begins with an initial office conference (also known as our Discovery Meeting) as the first in a series of meetings. For more information on what to expect, please see our "Integrated Economic Solution Process®" meeting flowchart. |
| Refer a Prospective Client |
| Do you know someone you think would be a good client? Please let us know by completing the Client Referral Form. |