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.

MUTUAL EXPECTATIONS

Prior to embarking on a trusted Advisory Relationship, it is important to understand what you can expect from us and likewise what we expect from you as a client.

If you are interested in becoming a client of J.E. Wilson Advisors, please contact us for a complimentary consultation. Our Wealth Rx™ process begins with an initial office conference as the first in a series of meetings. For more information as to what to expect, please see our Wealth Rx™ flowchart.