Wilon Wealth Management

At Wilon Wealth Management, we are dedicated to helping individuals and families achieve their financial goals. Our team of experienced wealth advisors provides comprehensive wealth management and financial planning services. We understand that every client has unique goals and priorities, and we strive to make a meaningful difference in their lives. Whether you are looking to build wealth, prepare for retirement, or navigate a major life transition, we are here to help.

Our Process

We believe in building strong relationships with our clients, founded on trust, open communication, and education. Our process begins with an introductory call to discuss your goals and priorities. From there, we work together to develop a personalized financial plan that aligns with your vision for the future. Our services include investment management, retirement planning, and guidance on major life transitions such as divorce or inheritance.

Meet Our Team

Our team of experienced wealth advisors includes Jason Wiltse, Co-Founder and Wealth Advisor; Matthew Onstot, CFP, Co-Founder and Wealth Advisor; Tom Bodenstein, Wealth Advisor; Brian Blankenburgh, CWS, Wealth Advisor; Connor Peck, Wealth Advisor; Drake Ellgren, Junior Analyst; Jesi Wiltse-Larson, Client Services Associate; Nikki Hutchison, Client Services Associate; Donna Bodenstein, Client Services Associate; and Emily Busch, Director of Communications. Each member of our team is committed to providing exceptional service and expert advice.