Wilkinson Wealth Management, LLC

Wilkinson Wealth Management provides investment advisory services to individuals (including high‑net‑worth clients), trusts, pension plans and business entities, offering comprehensive portfolio management, standalone financial planning and retirement plan consulting. The firm reports managing about $165 million for roughly 200 client relationships and generally requires a minimum account size for its comprehensive management service.

The firm’s investment process combines fundamental and technical analysis, asset allocation (strategic, dynamic, tactical and core‑satellite) and active portfolio monitoring with discretionary authority to rebalance as needed; client portfolios may include individual stocks, bonds, ETFs, options, mutual funds, interval funds and other public and private securities. Wilkinson also routinely uses third‑party money managers and sub‑advisory services to implement strategies and states it conducts initial due diligence and at least annual reviews of those managers.

What is distinctive about Wilkinson relative to many peers is its explicit reliance on third‑party/sub‑advisory relationships as part of core service delivery and its broader planning offerings that extend into corporate and real‑estate topics (for example, cost segregation studies, corporate structure analysis and lines‑of‑credit evaluations). The firm also provides retirement plan consulting that can include ERISA fiduciary designations and notes potential use of less liquid vehicles (such as interval funds and private securities) as part of tailored strategies.