Our Clients
You value strong, ongoing collaboration with trusted financial investment managers. A synergistic fit is important. To forge the best relationships, we would like to take some time to explain the types of clients that we specialize in helping.
All of our clients have their own individual needs based on their goals, time frame, and particular tolerance for risk. Wilson Coker Wealth Advisors understand that our clients need the right combination of support and guidance for the best possible goals-based results.
We Value Our Partnerships
How can your financial adviser even give advice if they don’t know you? We stay in regular contact with our clients to ensure they are on track to meet their financial goals. Producing working partnerships is important to our wealth management team. Ensuring we are all on the same page, transparent, and working together to achieve your objectives is essential to us.
Business Clients
As a business owner, you wear many hats and constantly switch between them. One minute, you might be researching a new marketing strategy. Next, you may be handling some customer service issues. You require a financial advisor focused on maximizing the rewards of owning a business, achieving financial independence, preparing for and minimizing taxes, planning for a family, and managing risk.
Corporate Executives
Financial planning for corporate executives requires understanding your unique traits, goals, and objectives. We know how busy you are running a corporation. The demands of an intense job call for an advisor who thinks ahead and rapidly responds to your needs. We have the experience to help you integrate your compensation and benefits into your overall financial plan, helping you make the most of your benefits.
Family & Individuals
You can depend on us to provide comprehensive financial planning, from private wealth management to customized estate planning and wealth transfer. Our access to technology, research, and specialized knowledge, with Raymond James, allows us to adapt to your needs and objectives nimbly.
Healthcare Professionals
Doctors, physicians, nurses, administrators, and many other members of the medical field face unique challenges when it comes to their financial planning and wealth management. You need reliable investment advisors knowledgeable about the never-ending demands of the medical field. And we have created a range of products and services specifically for you.
Retirees
The rules of money management shift in retirement. Even if you planned carefully for your retirement years, you can’t just put your personal finances on autopilot the moment you retire. You’ll still need to manage your income, investments, and expenses. You may be taxed differently for every retirement account you have. You will want to be strategic.
Women Investors
Today, women control a third of total US household financial assets. We appreciate women’s diverse needs and preferences. Women are increasingly taking responsibility for making their households’ financial decisions, and we know you need wealth management that is personalized and crystal clear.
Let’s Get Started
Are you eager to learn how financial planning can improve and secure your future? To schedule a consultation, please contact us or call us directly at 479.755.2050, and one of our advisors will contact you to get started.