Wilon Wealth Management

Wilon Wealth Management is a team-based registered investment adviser that serves individual and high‑net‑worth clients, as well as trusts, estates, charitable organizations and business entities, generally requiring about $250,000 in investable assets. The firm offers comprehensive wealth management services including ongoing portfolio management and financial planning across retirement, estate, tax and cash‑flow, education and charitable planning, and may recommend third‑party money managers when appropriate.

The firm’s investment approach is planning‑driven and focuses on constructing diversified asset‑allocation portfolios aligned with each client’s goals, time horizon and risk tolerance, with attention to keeping fees low and tax efficiency. Wilon uses a third‑party risk‑scoring tool (Nitrogen/formerly Riskalyze) to quantify client risk preferences, provides discretionary and non‑discretionary management, and conducts regular reviews while acknowledging there can be extended periods where no changes are made.

Noteworthy distinctions disclosed in the brochure include a formal paid solicitor/referral arrangement that allocates 30% of net proceeds to outside referrers and the fact that some firm representatives are also registered representatives of a broker–dealer and licensed insurance agents who may receive commissions for product sales, which the firm identifies as potential conflicts of interest. The firm also makes use of the SEI Wealth Platform and related third‑party services, noting the operational and research benefits provided and the potential for those relationships to influence product and custodian selection.