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
Jonathan has been delivering financial services to clients for over 10 years. In 2014 he moved from Nashville to Houston, with his wife, Rebekah, after years of honing his craft at various Financial institutions.
He believes that independence is the key to unbiased advice, most recently operating as the sole advisor for his firm Bolston Financial. Having witnessed the high cost of below average advice provided by most major firms, he takes pride in knowing that his interest and his clients best interest are aligned.
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.
JOIN OUR TEAM
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.