At Wilkison Investment Services, LLC, we provide personalized, confidential investment management services to individuals. Advice is provided through consultation with the client and can include: determination of financial objectives, identification of financial problems, cash flow management, investment management, education funding, and retirement planning.

Wilkison Investment Services, LLC is a registered investment advisor in the state of Washington. We may not transact business in states where it is not appropriately registered, excluded or exempted from registration.  Individualized responses to persons that involve either the effecting or transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.