WILSON WEALTH STEWARDSHIP

Overview

Wilson Wealth Stewardship is an independent registered investment adviser serving individual and family clients with a fee schedule based on a percentage of assets under management. The firm acts as a capital allocator and combines financial planning, discretionary portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through seminars and workshops. It also operates as an insurance broker, which aligns with its use of annuities and insurance solutions within client portfolios. Investment activity is centered on pooled public vehicles rather than large direct-stock sleeves. Wilson Wealth Stewardship uses third‑party managers where appropriate, and its advisory process appears built around selecting external fund managers for alternative strategies and directing clients into mutual fund and other collective investments. The firm is not positioned as an active ESG investor and is not organized as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices