Wilson Wealth Management, Inc.

Wilson Wealth Management is a state-registered investment adviser that primarily serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and related financial planning and consulting. The firm provides tailored asset management across a broad range of investment products and prepares written investment strategies and financial planning deliverables as part of its services.

The firm constructs portfolios based on client goals, risk tolerance, time horizon and employs methods such as asset allocation, dollar-cost averaging, and long- and short-term purchase strategies, generally with a long-term orientation and periodic rebalancing. Accounts are custodied through recommended qualified custodians and are reviewed at least quarterly; financial planning is often included for asset-management clients with separate fixed or hourly engagements available for more extensive planning work.

Notably, the firm is affiliated with an independent law practice and has an associated licensed insurance agent, and clients may engage the affiliated law firm under separate agreements or be offered commissionable insurance products—relationships the brochure flags as potential conflicts of interest that should be disclosed and discussed with the advisor. The firm also discloses limited custody via fee-deduction authorization and the use of third‑party service providers that may incorporate artificial intelligence components, with periodic due diligence to address related risks.