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Faithfully Serving Our Clients For Over Three Decades

In an ever-changing economic and investment climate, it can be difficult to create a financial strategy with confidence, let alone have the time to manage one that can grow with you over the years. At Wilson Investment Group, we believe investors need an experienced, objective advisor they can trust to guide them through the intricacies of wealth management.

Wilson Investment Group is an independently owned and operated financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.

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Who We Are

Who We Are

We create strategies that are tailored to your goals.

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Firm History

Firm History

We're prepared to guide you through life's transitions. 

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What We Believe

What We Believe

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

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Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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We go with you wherever the road of life takes you.

We go with you wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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