Asset Management

Wilon Wealth Management employs a fee-based institutional asset management approach to maintain objectivity and gain access to investment managers who may not be available to retail investors. We take the time to evaluate a wide range of money managers so that we can make recommendations that best fit your needs.

Our institutional approach to money management has two key advantages. First, it means that instead of relying on investment advice from one individual, you get access to a team of experienced portfolio managers. Second, it means that if your situation or goals change, it's easy to switch to a money manager who is better aligned with your needs.


*Securities offered through Securities America, Inc.  Member FINRA/SIPC Advisory services offered through Securities America Advisors, Inc.  Wilon Wealth Management and the Securities America companies are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.