“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.


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In less than 5 minutes you’ll learn from our videos important information you should know.

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Finding Your Purpose In Retirement How To Begin “MY Purpose Conversation”

The New
Retirement Reality

Do you know how your money is growing and how to protect your assets?

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US tax codes that will help you Eliminate Capital Gain Taxes

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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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