Friendly Advice from a Seasoned Team

    Wealth management can be complex, and it changes frequently. It can be overwhelming to keep pace with the financial markets while balancing the needs of your career and your busy family. This is where Wilcoxson Wealth Management can help you.

    Financial Planning

    The core of wealth management consulting is your comprehensive financial plan. We work closely with you to help identify your short- and long-term financial goals and craft a process to help you achieve them.

    • While an employer-sponsored retirement plan is a great start, complete financial planning can help you optimize your wealth management strategies and address your needs beyond retirement.
    • We work directly with you to analyze your risk tolerance and your needs. We will develop a plan that fits with your preferences, values, and dreams.


     

    Estate Planning

    In our lengthy tenure here in Pueblo, Colorado, we’ve worked with a number of multigenerational families. As one generation ages, they often pass their wealth on to the next generation. Proper estate planning is designed to help you transfer your assets in the most efficient manner.

    Honors Your Wishes

    Honors Your Wishes

    Sound estate planning helps carry on your wishes and ensures your values and desires are respected.

    Supports Your Causes

    Supports Your Causes

    Estate planning can be used to establish endowments or make gifts to charities that are important to you.

    Minimizes Taxes

    Minimizes Taxes

    Proper estate planning can help to reduce the tax burden owed by your heirs.

    Manages Debt

    Manages Debt

    A good estate plan can help to minimize debts placed on the estate.

    Education Planning

    As your children and grandchildren grow, you’ll want to give them the best future possible. Unfortunately, the cost of education continues to rise. We can help you plan to fund your family’s education.

    Education Accounts

    Education Accounts

    Certain types of college savings accounts offer a tax-advantaged way to set aside funds to be used for education.

    Other Types of Accounts

    Other Types of Accounts

    Some accounts may offer tax advantages and allow for no-penalty withdrawals for qualified educational expenses.

    We can review your existing accounts or help you explore additional options to find the most appropriate education savings solutions for your family.