Estate and Financial Planning firm
Wilson Investment Consulting LLC provides comprehensive tax and financial planning to individuals, families and businesses throughout the Southwest United States.
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We are an Estate and Financial Planning firm formed to provide investment management, tax management and education to the people throughout the Southwest. “If you manage the risk first, the gains will take care of themselves.” We practice with the belief that an educated investor is a successful investor. Jim’s investment practice is closely aligned with the academic research and successful management principles of the University of Chicago and the Wharton School of Finance.