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THE BEST TAX RATE
IS ZERO.

Understanding the Difference Between Saving for Retirement and True Wealth Building.

Building Tax-Free and Tax-Efficient Wealth

At Wilson Wealth, we recognize that true wealth building should be both tax-free and tax-efficient. If you find yourself unable to afford upfront taxes, you may be saving for retirement rather than actively building wealth. We specialize in helping clients discern where they stand on this spectrum and craft strategies to optimize their financial journey. Contact us for Wealth Management in Charlotte NC.

Bills and Coins
Investment Management

At Wilson Wealth, we're passionate about investment management. The stock market, to us, is the ultimate wealth-building vehicle. 

Financial Planning

At Wilson Wealth, our fervor extends to tax-free and tax-efficient strategies. While we champion the stock market as a wealth-building powerhouse, we recognize the importance of minimizing tax burdens.

Building in the city center
Wealth Management

At Wilson Wealth, our comprehensive wealth management service takes a holistic approach, integrating tax-free and tax-efficient strategies into the big picture. 

Leather Briefcase
Business Owner Retirement Solutions

We offer specialized services for business owners, including tailored retirement planning solutions such as Solo 401(k)s, SEP IRAs, and larger retirement plans. 

HOW IT WORKS

OUR PROCESS

We determine your tax - free score

We rehabilitate your portfolio and wealth building strategy

We provide ongoing manage of your portfolio and and wealth building strategy for tax efficient grow.

Financial Report
Tall Buildings
THE WILSON WEALTH SHOW
LISTEN TO OUR PODCAST

With years of experience in the financial industry, our team of experts financial advisors in Charlotte NC is here to provide you with the knowledge, insights, and expertise you need to make informed financial decisions. We stay up-to-date on the latest tax laws and regulations to ensure that our clients receive the most relevant and effective advice. 

MEET THE TEAM

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MAURICE L. WILSON

Founder, Advisor Representative

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TOCCARA HOUSTON

Director of Marketing

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MARCUS JOHNSON

Advisor Representative

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LADAYE GILLESPIE

Client Services Representative

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BRIAN WILLIS

Advisor Representative

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ABLAVI GBENYON - LITTLE

Operations

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EXPLORE THROUGH VIDEO
DISCOVER OUR CHANNEL

With years of experience in the financial industry, our team of expert financial planners in Charlotte NC is here to provide you with the knowledge, insights, and expertise you need to make informed financial decisions.
 
We stay up-to-date on the latest tax laws and regulations to ensure that our clients receive the most relevant and effective advice.

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