what we do
Proactive Planning * Asset Management
Alternative Investments * Strategic Partnerships
Wilon Wealth Management strives to be your alternative to the traditional Wall Street firms because our wealth advisors believe their role should be more comprehensive than merely executing financial transactions. Wilon was built on the understanding that affluent individuals and families seek advisor relationships that promote transparency, provide access to potential opportunities beyond the market, and introduce resources that seek to benefit more than just their portfolio.
fee-based financial planning and investment structure are designed to help you feel confident knowing that our recommendations are crafted with your best interests in mind. Additionally, our independence allows Wilon to evaluate and access instruments from throughout the financial universe, so you can be confident that we aren’t just promoting proprietary products that drive more revenue for the firm.
Our strategic approach to asset management and objective advice fuse to create what we believe is an efficient process for managing wealth that is driven by the individual goals of our clients. Combine this with Wilon’s excellent service standards, derived from the Midwest values instilled in our founders, and we believe you have a wealth management firm that is different from the rest.
Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and registered investment advisor. Wilon Wealth Management is not affiliated with SagePoint Financial, Inc., or registered as a broker/dealer or investment advisor.