Our Firm

 

 

Our entire staff is focused on providing our clients with the best possible experience.

James Wilson

Katie Stokes

Nealie Werts

 
 
 
HomeOur FirmOur ServicesOur ClientsResource CenterContact Us
 

   Message from CEO     Our Mission and Philosophy     Our History     Privacy Policy     FAQ's

 

 

 

 

 

 

Message from James E. Wilson, Founder / CEO

At J.E. Wilson Advisors, we bring together two and a half decades of hands-on, wealth management leadership    experience and objectivity. Our unique perspective has proven invaluable to hundreds of individuals seeking long-term planning solutions. Our overarching mission is to provide financial peace of mind in accordance with the specific values and goals of our clients.

We utilize the science of the markets and the tried and true principles of wealth management in working with our clients. Despite their marketing efforts, most financial service firms are primarily product purveyors. Our fiduciary perspective provides clients with an invaluable advantage.