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Our Mission & Process

Our Mission

Wilkinson Capital Management is a registered investment advisory firm dedicated to providing investment management and comprehensive financial planning.  Our primary focus is to build long-term relationships with clients by providing straightforward advice and outstanding service.

<b>Our Process</b>

Our Process

Wilkinson Capital Management (WCM) is a fiduciary legally required to act in our client's best interests.  We provide advice and implement strategies based on a client’s specific needs, goals, and current financial situation.

We work primarily with families, business owners, and those experiencing life-changing events which typically coincide with periods of financial transition, such as retirement, receiving an inheritance, or selling a business.

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