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18 Years Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
The Long Run: Women and Retirement
When Markets React
When markets shift, experienced investors stick to their strategy.
We help you plan.
For now, and for the future.
At Wilkinson Wealth Management, we give advice tailored to your needs, so you can focus on what matters most. Whether preparing for retirement, planning for your family’s education, or adapting to major life changes, we serve as a trusted partner to help you figure out the path forward.
We create financial and investment strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Dedicated. Ethical. Vigilant. We believe these values are important in providing you the best experience possible.
Our blog is a great place to access our wealth of knowledge on a variety of financial topics.
"A goal without a plan is just a wish."
- Antoine de Saint-Exupéry
Whether you have longstanding experience as an investor or are new to the concept entirely, our investment process is designed to meet you where you are. It involves four comprehensive steps: identifying your goals and objectives, developing your strategy, implementing your new portfolio, and monitoring your investments.
Each step of our process is tailored to simplify your financial life and ensure your investments serve your unique needs and situation.
We strive to help you develop a financial action plan and move confidently toward your goals. We do this through a detailed, highly personalized process of identifying your personal or business needs and goals, evaluating your current situation, researching available options, and finally developing and implementing both a short- and long-term range of plans.
We believe that having the help of an experienced financial advisor can truly help you manage life less and enjoy it more!
Wilkinson Wealth Management, LLC is a full-service investment planning and wealth management firm located in Charlottesville, VA. In addition to providing outstanding financial services, we are committed to being a learning resource for our clients and community.
Feel free to send us a note regarding any particular investment concepts or products about which you might have an interest. We’ll get back to you as quickly as possible with a thoughtful answer.