It all began in 2008, when Susan Wilkinson decided that after 12 years at large brokerage firms, she wanted to start her own firm.
The priority of our advisors since then has been to help clients of families and local businesses in the Charlottesville community work toward financial independence through investment management and financial planning. The advisors at Wilkinson Wealth Management have continuously offered thorough financial advice based on decades of experience and bringing a variety of qualifications, including MBA and Master of Science (MS) degrees, leading industry certifications such as Certified Financial Planner (CFP)© and Chartered Financial Analyst (CFA)©, and specialized qualifications such as Chartered Retirement Plans Specialist (CRPS)© and NFL Players’ Association Registered Individual Player Financial Advisor. We have expanded our capabilities in operations and portfolio management as well as added a financial counselor to best serve your financial needs.
Our goal at Wilkinson Wealth Management is to provide you with exceptional financial guidance and personalized services designed to help empower you to pursue your life’s aspirations of tomorrow while preserving your financial resources of today, and to create a strategy for passing on a lasting heritage to your loved ones. Whether you are just starting to develop long-term financial plans, approaching retirement, looking to provide a financial plan for your family or business, or simply looking to better understand certain investment ideas, we are here to help guide you through all your pressing money questions.
Contact us today for a consultation regarding your financial planning and investment needs.