Wilson Wealth was founded in 2004 to provide clients independent and objective financial advice with an emphasis on using low cost investments as their primary wealth building vehicle.  As the 2008 financial crisis approached the founder of Wilson Wealth realized the need for investors to have a different way to invest in a world that had become more volatile and prone to disruption. 


This lead to the reinvention of the firm as a provider of boutique investment advice.  In this capacity, Wilson Wealth has created a series of investment portfolios that give clients more options to build and protect their wealth than traditional investment portfolios allow. 


Wilson Wealth is headquartered in beautiful Charlotte, NC and serves clients throughout the Southeast and Mid Atlantic.  Through the use of technology the firm is able to provide seamless advice and service to clients near and far. 

Meet The Team

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Advisor Representative

Maurice specializes in building smart portfolios that reduce stress and create opportunity for clients to buy low.

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Advisor Representative

Sandra brings over 20 years of experience and a wealth of wisdom to our team as our firm's first Certified Financial Planning (CFP) professional.  She loves to see a client's plan go from idea to implementation and the rewards inherent in reaching one's goal. 



Client Services Representative

Ladaye has an extensive history of sales, support, and customer service. We are fortunate to have her on board as we seek to create pleasant and memorable experiences for our clients.




Ablavi is responsible for the design and implementation of Wilson Wealth's Atlanta office operations.  

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Advisor Representative

Jonathan is a technology industry enthusiast, focused on building high growth stock portfolios. He is happy to join the team and build the brand of Wilson Wealth Management Group as we achieve exponential growth. 

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Host, The Wilson Wealth Show

Ciera lends her talents to helping The Wilson Wealth Show bring thought provoking content every week.


Director of Marketing

Toccara is responsible for the design and implementation of Wilson Wealth's marketing program in the greater Atlanta area.  She is a detail-oriented, results driven individual with expertise in program and project management.


We are currently building teams in key cities throughout the Southeast and Mid-Atlantic regions. If you are passionate about helping others build wealth, contact us.


15720 Brixham Hill Ave

STE 300

Charlotte, NC 28277  |   704-222-4162

Wilson Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Wilson Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wilson Wealth Management unless a client service agreement is in place.

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© 2020 by Wilson Wealth Management Group, LLC