Wilson Wealth Management--Loretta Wilson, Ph.D., CDFA

Dr. Wilson is an Independent Investment Advisor, Certified Divorce Financial Analyst and Doctor of economics. She leverages her expertise in economics and finance to design cutting edge solutions to grow, protect and preserve her clients' wealth. Her clients are successful individuals and owners of closely held businesses who wish to form a long term relationship with wealth advisors who are committed to personal attention and high standards. We provide fee-only and fee-based asset management and retirement planning as well as access to non-correlated assets for accredited individuals. Second, as a CDFA she is certified to provide assistance to divorcing individuals and/or their divorce professionals in the process of preparing an equitable property settlement.