Skip to main content

Wilson Advisors, LLC

Personal. Objective. Professional.

Home
About Us
Contact Us
Site Map

Financial Counseling

 

Wilson Advisors, LLC is a personal, objective, professional firm, which provides a wide variety of financial counseling services, focusing primarily on senior corporate executives and other high net worth individuals.  Our commitment to our clients is based on a complete and intimate understanding of your goals, values and ideas about the risk and reward involved in each aspect of your planning.  For additional information about our services, please click here:

 

Wilson Advisors LLC Summary.pdf

 

Personal.

 

In order for financial planning to be truly valuable, it has to be personal.  In today's environment, we are all too often directed to a website, voice menu or other "helpful tool", which is designed to have you do most of the work and come up with all of the answers.  Let's face it: if you had all of the answers, you would not likely be reaching out for assistance.  At Wilson Advisors, LLC, you will have a single point of contact and will work directly with your advisor on all of the items that matter most to you and your family.  

  

Objective.

 

At Wilson Advisors, LLC, our mission is to develop a thorough understanding of your needs and goals, so that we can attempt to see the world through your eyes and "sit on the same side of the table", without you having to worry if we are only doing so to reach into your pockets.  We charge a flat fee for our services and all charges are disclosed up front and in writing, so there are no concerns about hidden commissions or kickbacks.

  

Professional.

 

The financial counselors at Wilson Advisors, LLC have the education, experience, dedication and resources to assist you with all of your family's financial planning needs. 

Wilson Advisors, LLC

1764 Route 9, #1318

Clifton Park, NY 12065

(518) 982-1040 (ph)

(518) 982-5041 (fax)

(714) 397-0396 (cell)