Davison, Michigan

OUR MISSION

Certified Financial Planner™

Fee Only Advisor – No Commissions – No Sales Pitches – Fiduciary - Completely Unbiased Financial Advice – 100% Loyalty To Our Clients Not A Company

OUR SERVICES

Retirement Planning
Tax Planning
Estate Planning
Charitable Planning
Tax Preperation

Investment Management Education Planning

Insurance Strategies: Life, Disability, Long-Term Care, Home, Auto, Umbrella

Open Enrollment

Stock Purchase Plans
Business Planning Business Succession Planning

Mortgage, Student Loan
and Debt Strategies

Retirement Planning

Tax Planning

Estate Planning

Charitable Planning

OUR APPROACH

1. Get to know your family and your family’s financial goals.

2. Define the scope of our relationship. We can provide full-service wealth management, or simply provide expert guidance so you can pursue your goals with confidence.

3. Get the data we need to assess your current financial position.

4. Develop a tailored, comprehensive financial plan and present our recommendations personalized to your family’s financial goals.

5. Help you put your financial plan into action by utilizing our resources, and leveraging your current financial relationships.

6. Schedule ongoing review meetings and establish systems that provide seamless, clear communication between client and advisor.

MEET JEREMY

Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips!

Jeremy has been working in the financial services industry for nearly a decade and has been a Certified Financial Planner™ (CFP®) certificate holder for over 4 years. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.

Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. The Wilsons and their dog, Cali, welcomed son Harrison in December 2018 and daughter Scarlett in April 2021.

CONTACT US

MEETING ADDRESS

105 E. 2nd Street, Unit O, Davison, MI 48423

jeremy.wilson@jwilsonwealthmanagement.com

PHONE

1.810.202.9264

Schedule An Appointment

ADV

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, J Wilson Wealth Management LLC (referred to as "J Wilson Wealth Management") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. J Wilson Wealth Management does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall J Wilson Wealth Management be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if J Wilson Wealth Management or a J Wilson Wealth Management authorized representative has been advised of the possibility of such damages. In no event shall J Wilson Wealth Management LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. J Wilson Wealth Management LLC (“J Wilson Wealth Management”) is a registered investment adviser offering advisory services in the State(s) of Michigan and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by J Wilson Wealth Management in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of J Wilson Wealth Management, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prio,