Providing financial advice to clients from all walks of life.
Comprehensive wealth management designed for you
We don’t dictate how our clients should invest or spend their money. Instead, the Longtine Wilkerson group serves as true advisors, focusing wholly on what you want to accomplish. We create solutions to meet those needs in a smart, forward-looking way.
Translating your vision for the future into realistic financial objectives, we’ll work to create an investment strategy based on your clearly defined goals, the time you need to hold your investments and your comfort level with risk.
Wherever you go, we'll go there with you.
Estate plans for you and your loved ones.
A sound financial roadmap is just the start.
Financial advice for every situation.