G.M. Wilson, Private Wealth Management Group

Overview

G.M. Wilson, Private Wealth Management Group is an independent, sole-proprietor RIA organized and operated by an individual owner. The firm serves individual and family clients (and small business relationships) and provides financial planning and portfolio management services. Fees are charged as a percentage of assets under management. The adviser also operates as a registered representative of a broker-dealer. The practice does not report active ESG investing, multi-state adviser status, capital-allocation/private direct investing, or pension consulting as core activities.

Assets & Accounts

Investments & Alternatives

Location & Offices