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Learn More About Us

Learn More About Us

For years, we have served clients from all walks of life in achieving each and every one of their financial goals and needs.

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Our Time-Tested Process

Our Time-Tested Process

Our process was carefully designed with the intent to provide an independent roadmap unique to your situation so that you can successfully reach your financial milestones.

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Services We Can Offer You

Services We Can Offer You

We are proud to offer a variety of financial services to our clients and help them with whatever they may need to help them feel comfortable and confident in their financial future.

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Wealth Management, Tailored To You

Developing A Relationship With You

At Wilson Financial Group, we believe that the finest compliment we can receive is an introduction to a friend or colleague from an appreciative client. For us, it isn’t about pleasing companies or cashing a paycheck – it’s about developing a community among our clients that encourages the nurture and growth of personal, long-lasting relationships. We strive to help you assess each of your financial goals and be an active participant in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easy-to-understand explanations of financial products and services. The personalized program that we can provide you with is a roadmap to working toward a more secure financial future.

Ready to take the next step? We are here to help!

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The First Three Steps of Our Process

Introduction

Introduction

We will establish our relationship with you to ensure that we are a good fit, and then we will define the scope of your financial plan.

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Data Gathering

Data Gathering

Our team will assess your risk tolerance, your financial statements, and your personal goals and objectives to consider along with your plan.

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Analysis:

Analysis:

Once we have the information we need from you, we will proceed to evaluate data, determine any potential gaps in your plan, and start to develop financial strategies unique to your situation.

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Meet Our Team

Garrett  Wilson

Garrett Wilson

Junior Associate

(704) 864-9404

(704) 864-3863

Patti  Bollinger

Patti Bollinger

Client Service Associate

(704) 864-9404

(704) 864-3863

Heidi Ewing

Heidi Ewing

Client Service Associate

(704) 864-9404

(704) 864-3863

Resource Center

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."