Wilson Investment & Estate Consulting

Wilson Investment & Estate Consulting Over 30 years of comprehensive wealth management in the Tulsa area. He has helped them protect their assets from excessive taxation and to invest wisely. Mr.

James Wilson has been assisting individuals, families and businesses with private wealth management for 25 years. In fact, he has assisted Oklahoman’s to safely invest millions of their hard earned dollars into secure and prudent investments. Wilson is a well known expert and advisor throughout Oklahoma and the Southwest. He speaks publicly about timely investment and tax issues. He provides his a

udiences with free booklets and informative reports, many of which he has authored. Wilson came to Tulsa University from his native state of Colorado and chose to make Tulsa his home. He married and began his financial career with the investment firm of Smith Barney and enjoyed much success. He finished second in his class and was one of only 20 brokers nationwide selected to participate in a rigorous advanced training program on Wall Street. Wilson left and started his new firm fourteen years ago. Jim and Laurie Wilson have been happily married for 28 years. They have three children; one son is in business in San Diego, their daughter is studying at the University of Kansas and their other son is a United States Marine. Jim’s personal interests include spending time with his wife, his church, his clients, reading, and the great outdoors of Colorado and Oklahoma. WILSON INVESTMENT & ESTATE CONSULTING: This Estate and Financial Planning firm was formed to provide investment management, tax management, and education to the people throughout the United States. A well informed investor is a successful investor. James Wilson formed this professional firm to help investors protect their assets and their standard of living.

Wilson Investment Consulting LLC! Come visit us at the Senior Fair @ the Tulsa Fairgrounds.
07/12/2022

Wilson Investment Consulting LLC! Come visit us at the Senior Fair @ the Tulsa Fairgrounds.

https://wilsoninvestment.seminarsoncall.com/
10/27/2021

https://wilsoninvestment.seminarsoncall.com/

Select one or more of the Seminars On Call™ Interactive Videos and in less than 5 minutes you’ll learn important information you should know relative to each topic.

10/21/2021

wilsoninvestment.seminarsoncall.com

09/08/2020

Stocks are pointing to another big tech rout, but Goldman Sachs says there are plenty of reasons to hang on right now.

07/14/2020

Mohamed El-Erian, Allianz’s chief economic adviser, says “the financial stress caused by Covid-19 is far from over.”

Will COVID-19 force older workers to retire? Would you like more money in retirement? Let us show you how! 918-610-7771
07/09/2020

Will COVID-19 force older workers to retire?

Would you like more money in retirement? Let us show you how! 918-610-7771

The answer is ‘yes’

06/24/2020

U.S. stocks fell sharply on Wednesday, with the Nasdaq Composite coming off a second straight record close, as investors worried about the rising coronavirus...

05/13/2020

The Dow Jones Industrial Average saw its losses deepen Wednesday afternoon, with the blue-chip index's decline putting in on track to mark its worst day...

Address

6144 S Lewis Avenue Ste 200
Tulsa, OK
74136

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Wilson Investment & Estate Consulting posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Wilson Investment & Estate Consulting:

Shortcuts

Share

Category