15720 Brixham Hill Ave

STE 300

Charlotte, NC 28277

info@wilsonwealth.com  |   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.

  • Facebook Social Icon
  • Instagram Social Icon
  • Twitter Social Icon

© 2019 by Wilson Wealth Management Group, LLC

Smart Portfolios

Because suitcases didn't always have wheels.

It seems silly now, but travelers used to tote heavy suitcases down long terminal corridors, through hotel lobbies, and across convention floors.  Then someone had the bright idea to put wheels on suitcases and traveling got a lot easier. We’ve managed to innovate every area of our lives to make things easier – smart phones, smart homes, smart cars, etc., but what about our investment portfolios? 

 

At Wilson Wealth we’ve created a series of smart portfolios.  Smart portfolios reduce stress for investors and give them more opportunities to build wealth.

SMART PORTFOLIO BENEFITS

MORE LIQUIDITY

Unlike annuities, smart portfolios give you access to 100% of your money without penalties.

HIGHER aim

Target date funds don't allow you to aim for aggressive growth as long as smart portfolios allow.

less money

Smart portfolios require less of your money to be exposed to the stock market than traditional portfolios.

SMART PORTFOLIO POSTS

BUILDING YOUR SMART PORTFOLIO

01

reduce your stress

First, we reduce the stress in your portfolio to a level that gives you peace of mind.

02

increase your  opportunity

Next, we choose how many or how few opportunities you want to buy low.

03

get your

pillow

Finally we help you sleep even better at night by rounding out your portfolio with the right amount of bonds.