Wilson Capital is a Registered Investment Advisor (RIA) firm founded to help clients make the most of their investments. Regardless of the size of your account, regardless of your financial sophistication, our goal is to simplify the process and put you in a place where you can succeed. In short, our approach is to deliver personal service, quality advice and a path to prosperity. Read on for our story.
Leave the DIY to Home Improvement.
Over the last two decades, investing has shifted to the fingertips of the investor. Whether its a self-directed retirement plan with a limited menu of mutual fund options or "quick-cheap-and-easy" personal trading accounts at an online broker, individuals have more freedom and control than ever before. This freedom usually comes with a cost, mainly an absence of one-on-one advice-or a long-term plan. Wilson Capital serves as your financial partner with a long view on managing your money along with you.
We value long-term relationships, not one-time commissions.
We know that every financial situation is different and we also know that understanding the client's unique needs are paramount to the client-advisor relationship. At Wilson Capital, we earn a fee based on the size of your portfolio or the hours we work together-never a commission from a financial product you "bought." As an independent firm, we are not bound by a parent company's product offerings. As investment advisors, we are not motivated by high volume commission sales. We're driven only by finding the solution that works the best for you.
Higher standards mean your needs always come first.
As a Registered Investment Advisor firm, we are held to a fiduciary standard. Unlike many financial advisors that must only adhere to a suitability requirement, we are held to a higher standard, one that requires us to always act in our client's best interest. Wilson Capital is your advocate, your financial educator, and always a phone call away.
"Someone is sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett
These aren't our own words, but this is just the way we think - investing takes forethought, commitment, and time. We never know your financial plan before we've talked with you; there's no automatic investment formula for your financial goal. Our investment philosophy is based on taking a long-term view on the markets, reducing investment product fees, and using strategies with a common-sense approach.
"We love Mondays."
One thing you should know about us - we love this stuff. It's a stretch to say that because the markets are closed, we hate weekends; but it's not a stretch to say that we look forward to the start of a new week.
We love the opportunity to build portfolios for our clients. We are active and interested in the markets, and feel rewarded by building relationships with individual investors.