J.E. Wilson Advisors, LLC
2431 Devine Street
Columbia, SC 29605
803-799-9203 or 888.799.9203
803.254.4474 (Fax)
J.E. Wilson Advisors brings together nearly three decades of hands-on wealth management leadership experience and objectivity. The firm’s unique perspective has proven invaluable to hundreds of individuals seeking long-term planning solutions. Its overarching mission is to provide financial peace of mind in accordance with the specific values and goals of its clients. As a fee-only, fiduciary advisory firm we are compensated solely be our clients.
Most 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 J.E. Wilson clients are physicians. Most have investable assets of $2-20 million. Common to all J.E. Wilson Advisors clients is the desire for objective planning assistance on a long-term basis.
Wealth Rx® is J.E. Wilson Advisors’ unique trademarked wealth management process, designed specifically with successful physicians in mind. This proprietary planning process provides the strategy, structure and solutions that create a framework for helping clients ensure they have the ability to sustain their lifestyle, now and into retirement. The structural components of Wealth Rx® work in concert with one another, with each element integrated to achieve the desired outcome.
Retirement Rx™ is J.E. Wilson Advisors’ unique group retirement planning process for
physicians groups. This proprietary planning process provides the strategy, structure
and solutions that create a compliant and efficient retirement plan for both trustees
and employee participants. The goal is to help the group design and implement a
retirement planning structure that will protect trustees while attracting and
retaining employees.