J Wilson Wealth Management

Our Mission

At J Wilson Wealth Management, our mission is to provide unbiased, fiduciary financial advice to our clients. We believe that everyone deserves personalized, tailored solutions to achieve their financial goals. As a certified financial planner, Jeremy Wilson is committed to putting the interests of his clients first, without any conflicts of interest or sales pitches. With over a decade of experience in the financial services industry, Jeremy has developed a unique approach to financial planning, focusing on comprehensive wealth management, tax planning, and retirement planning.

Our Approach

Our approach is built on a series of steps that ensure a deep understanding of our clients' financial goals and aspirations. From the initial consultation to the ongoing review meetings, we take the time to understand our clients' unique situations and develop personalized plans to achieve their financial objectives. Our six-step process involves getting to know our clients and their family, defining the scope of our relationship, gathering necessary data, developing a tailored financial plan, implementing the plan, and scheduling regular review meetings.

Our Services

At J Wilson Wealth Management, we offer a range of services designed to help our clients achieve their financial goals. Our services include:

• Retirement Planning: We help clients create a sustainable income stream in retirement, considering factors such as inflation, taxes, and investment returns.
• Tax Planning: We analyze our clients' tax situation and develop strategies to minimize tax liabilities and optimize their after-tax income.
• Estate Planning: We guide our clients in creating a comprehensive estate plan, including wills, trusts, and powers of attorney, to ensure their assets are distributed according to their wishes.
• Charitable Planning: We assist our clients in creating a charitable legacy by establishing donor-advised funds, charitable trusts, or bequests to support their favorite causes.
• Investment Management: We manage our clients' investment portfolios, creating a customized mix of assets to optimize their returns and risk tolerance.
• Business Planning: We provide strategic guidance to business owners, developing a comprehensive plan for business succession, tax strategy, and financial planning.

Meet Jeremy Wilson

As a Certified Financial Planner (CFP) designation holder, Jeremy has spent nearly a decade working in the financial services industry. With a Bachelor of Science in Business Administration from Central Michigan University, Jeremy has developed a strong understanding of finance, economics, and accounting. His experience working with clients of all ages and backgrounds has given him a unique perspective on financial planning and wealth management.

Contact Us

At J Wilson Wealth Management, we are committed to putting our clients' interests first. If you are seeking unbiased, fiduciary financial advice, we invite you to explore our services and contact us for a consultation.