Business Details
7 Years
experience
Your Trusted Certified Financial Planner in Davison, MI
J Wilson Wealth Management is a fee-only financial advisory firm dedicated to providing unbiased, fiduciary-driven financial planning services. Our mission centers on delivering personalized wealth management solutions tailored to each client's unique goals, with 100% loyalty to our clients rather than corporate interests. As a Certified Financial Planner professional, we adhere to the highest standards of competency and ethics established by the CFP Board. Our comprehensive approach includes retirement planning, tax strategies, estate planning, and investment management, supported by a structured six-step process that emphasizes transparency and client education. Founded in 2019 by Davison, Michigan native Jeremy Wilson, our firm combines local expertise with national certification standards to serve individuals and families across Michigan and beyond.We operate without commissions or sales pitches, ensuring our advice remains completely objective. Our services range from comprehensive financial planning with monthly retainers to project-based and hourly fee structures, accommodating diverse client needs. We maintain rigorous compliance with privacy regulations and disclaim any implied warranties, focusing solely on factual, non-promotional financial guidance. Our team prioritizes ongoing communication systems and periodic plan reviews to adapt to evolving client circumstances.
Services
Retirement Planning
Tax Planning
Estate Planning
Investment Management
Education Planning
Insurance Strategies
Business Planning
Debt Management
Charitable Planning
Succession Planning
Details
- Year established: 2019
Highlights and features
- Fee-only fiduciary with no product sales incentives
- Certified Financial Planner professional with decade of experience
- Transparent tiered pricing structures for all service levels
- Comprehensive six-step planning process with ongoing reviews
- Local Michigan expertise with nationwide compliance standards
Associations and certifications
- Certified Financial Planner Board of Standards
Services
Retirement Planning
Our retirement planning service develops personalized strategies to ensure financial security during retirement years. We analyze current assets, projected income needs, and risk tolerance to create sustainable withdrawal plans. This service includes Social Security optimization, pension analysis, and tax-efficient distribution strategies tailored to individual life circumstances and longevity expectations.
Tax Planning
Tax planning services focus on minimizing lifetime tax liabilities through strategic timing of income and deductions. We coordinate with accountants to implement tax-efficient investment strategies, retirement account conversions, and charitable giving plans. Our approach considers both current tax brackets and future tax rate projections to maximize after-tax wealth preservation.
Estate Planning
Estate planning ensures your assets transfer according to your wishes while minimizing probate costs and tax implications. We collaborate with legal professionals to establish wills, trusts, and advanced directives. This service includes beneficiary designation reviews, power of attorney arrangements, and strategies for intergenerational wealth transfer.
Investment Management
Our investment management service creates diversified portfolios aligned with risk tolerance and financial goals. We employ evidence-based strategies with ongoing rebalancing and performance monitoring. The service includes asset allocation optimization, tax-loss harvesting, and regular progress reviews against benchmark indices to ensure alignment with long-term objectives.
Business Planning
Business planning services address succession strategies, executive compensation structures, and business entity optimization. We develop exit strategies for business owners while balancing personal and corporate financial goals. This includes analysis of stock option plans, buy-sell agreements, and tax-efficient profit distribution methods tailored to specific industry needs.
People
Jeremy Wilson
Certified Financial Planner
Raised in Davison, Michigan, Jeremy holds a BS in Business Administration from Central Michigan University. With CFP certification since 2015 and nearly a decade of industry experience, he specializes in fiduciary financial planning. A former college athlete, he now focuses on family-centered wealth management while residing in Swartz Creek with his wife and two children.
Questions
What credentials qualify your financial advisors?
Our lead advisor holds the Certified Financial Planner™ (CFP) designation from the CFP Board, meeting rigorous competency and ethics standards. We operate as a fiduciary with no sales incentives or commissions.
How are your financial planning fees structured?
We offer three pricing models: comprehensive planning with $150 upfront plus monthly fees ($150-$500), project-based fixed fees ($150-$500), and hourly rates ($150-$500). Investment management uses tiered asset-based fees.
What areas do you serve?
Primarily serving Davison and surrounding Michigan communities, we also work with clients nationwide where permitted by regulatory exemptions. Our virtual capabilities allow serving clients regardless of geographic location.
What distinguishes your financial planning approach?
Our six-step process emphasizes personal relationship building, comprehensive data analysis, and ongoing plan maintenance. As fee-only fiduciaries, we avoid conflicts of interest while providing transparent, client-centered advice tailored to individual circumstances.
Can you help with business owner financial planning?
Yes, we specialize in business succession planning, executive compensation strategies, and entity structure optimization. Our services address unique challenges faced by business owners during both wealth accumulation and transition phases.
