Wilson Investment and Estate Consultants
Estate and Financial Planning firm
“If you manage the risk first,
the gains will
take care of themselves.”
Wilson Investment Consulting LLC provides comprehensive tax and financial planning to individuals, families and businesses throughout the Southwest United States.
918-610-7771
888-610-7771
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The Most Important
4 Minute Video
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Up At Night?
In less than 5 minutes you’ll learn from our videos important information you should know.
Educational Videos
Finding Your Purpose In Retirement How To Begin “MY Purpose Conversation”
Retirement Reality
Do you know how your money is growing and how to protect your assets?
Educational Report
US tax codes that will help you Eliminate Capital Gain Taxes
Educational Reports
Request our guide to smart wealth accumulation with insights for tax-free income!
Educational Guide
Welcome to
Wilson Investment
Consultants, LLC
Protecting your assets from
excessive taxation and risks.
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.
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6144 South Lewis Ave, Suite 200 Tulsa, Oklahoma 74136
918-610-7771 | 888-610-7771