|
+1 510-625-1400
|
|
|
300 Frank H Ogawa Plz Ste 252, Oakland, CA, 94612
Downtown Oakland
|
|
|
630 ftCity Center
700 ft13th Street
0.2 miOakland City Center - 12th Street
|
|
Activate map
Specialties
We serve individuals and businesses in all areas of financial planning, estate planning, and investments:
* Retirement planning — Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
* Employee and executive benefits — Helping your business attract and retain qualified employees through benefit packages.
* Investments — Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
* Risk management — Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
* Tax management — Looking for ways to reduce your current and future tax burden. Referring you to qualified tax specialists.
* Estate planning — Reviewing your wills and trusts. Preserving your estate for your intended heirs. Help
Meet the Business Owner
Steven W.
Business Owner
R. Steven Wilkinson, President of Wilkinson Wealth Management, is a Harvard MBA and also obtained a Bachelor’s Degree in finance from Indiana University. He is a Registered Representative and a Investment Advisory Representative with Western International Securities, member FINRA/SIPC.
Mr. Wilkinson was a FDIC bank Examiner and began in financial services with Smith Barney Harris Upham. He has over 24 years experience in the financial services industry. He is also a member of an elite group of professionals recognized by the financial services industry’s Million Dollar Round Table (MDRT). MDRT recognizes members who demonstrate exceptional professional knowledge, strict ethical conducted outstanding client service.
He is the Chairman of the Board of the Northern California’s Small Business Financial Development Corporation (NorCal-FDC). Mr. Wilkinson is a Trustee of the Oakland Police and Fire Retirement System; appointed by the Mayor and serves on the Investment Committee.
