Our Mission

As an independent office, we are free to provide unbiased advice. Unlike many of our competitors, we are a fee-only firm, thereby creating an environment where our motivations are directly correlated with yours. What is good for you is also good for Wilson David. Our only compensation is based on the value of your portfolio. So when your portfolio grows, everyone benefits. We have a fiduciary responsibility to all our clients. Our goal is to provide you the plan and the investment vehicles to pursue your goals in the most reasonable and appropriate manner possible.

 

When you rely on Wilson David, you will know us and we will know you. We are interested in you and enjoy taking time to listen. You will work with the same people year after year. Because we love what we do, we become friends with the people we work with.  We are always happy to help any way we can.