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Meet Keith

Holistic approach to Investment & Insurance Solutions to help my clients grow and protect their wealth.

When many of my mortgage clients started looking to leverage the equity in their homes for investments or real estate, I elected to update my education to reflect this to offer more comprehensive advice.

As a business owner, I understand the effort & stress that goes with entrepreneurship, I look to reduce that for my clients, by sharing my experience & education of what works, when & why.

I focus on the "Big Picture" & help people navigate the overwhelming puzzle of investments & insurance options.

Who we work with

Every single person can benefit from sound investment and insurance advice. However, Wilkinson Wealth specializes in working with:

 
Young Families
Investments and insurance when you are early in your career and are new or expectant parents may seem like a luxury. It is a critical time though and you would be surprised what a little work now can do for you and your children’s future. It’s important to know your options early.
 
Close-to-Retirement
Retirement looks different now than it did even 20 years ago. Retirement represents a new, exciting, and unpredictable chapter - one that may last a very long time! The steps that you take at retirement takes the same careful thought as the steps you took for retirement.
 
Small Business Owners
When it comes to small business, it is hard to beat our experience, knowledge, and our vast professional network. We know the challenges, the excitement, and the potential that is small business ownership. You have the ideas and the passion to be your own boss, let us help you create the stability to ensure that it lasts and you’re protected.

How we work with you

From start to finish, you will find that working with Wilkinson Wealth is low-pressure. We believe that clients who feel appreciated, respected, and are treated honestly will pay off in the long run.

We give our clients the same advice that we give our family and our closest friends - advice that has their interests in mind.

The process moves only as fast as you want it to.

We believe that our clients are our friends who should be appreciated, respected, and treated honestly. The stronger relationship leads to better understanding which will ultimately pay off in the long run.


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The Wilkinson Advantage

Working with Wilkinson Wealth means that you are working with a financial advisor that you can trust and one that has your best interests in mind.

If you want someone that takes pride in their work, that is a steward of the community, and provides a personalized level of service, advice, and care, then we are confident that Wilkinson Wealth will be a good fit for you.

More importantly, though, Wilkinson Wealth is extremely committed to guiding you to your financial goals.

  • Testimonials

    Keith Wilkinson has played an integral role in building my personal financial well-being, and now that of my family through insurance and investments. He’s always been available to answer questions and do the legwork and research to make sure that my investments and my insurance are on track with my needs, and that I have an understanding of where my finances are headed. I can trust Keith to make wise recommendations based on wherever I’m at in my savings goals, and he takes the time to explain transactions in layman’s terms.Kerry B.
  • Thanks for everything you do for us Keith.

    Keith is very approachable, attentive, accessible, and informative. We trust him for all of our insurance and investment needs. He does not hesitate to answer texts, e-mails, or phone calls at any time of the day or week. Keith has always worked around our busy schedules to accommodate us in any way he can. We have found Keith's ability to explain complex financial matters to us invaluable.

    Over and above our business relationship, we find Keith easy to talk to and feel lucky to have him as our financial planner.Dan & Megan M.
  • For your best interest and the best interest of your children and your families Keith Wilkinson will work for YOU and give you some affordable insurance. Nobody should be without it.

    He's a personable guy and won't push you into something you can't afford - likely he’ll push you in the other direction.Al J.
  • Although I pride myself on having a good knowledge of financial matters, when it comes to my own finances, I trust in the professional financial advising services provided by Keith Wilkinson. Keith has taken the time to get to know me and my insurance and investment goals. He has access to financial alternatives that have fit well in my portfolio and his reliability and thoroughness give me the confidence not to worry about my financial portfolio.AJ
  • Keith set up, and continues to manage my insurance and investment portfolio. I have been continually impressed with his ability to work within my comfort-level. Keith presented me with insurance options, explains them in terms that I can understand, giving me the information that I need to make the final decision. Keith has earned my trust over the years, and I would recommend his services to anyone.Lynn H.
  • I have always appreciated Keith’s approach and he's very well informed. Keith has saved my wife and I thousands over the years. Also, he's always happy to talk to my client's I refer to him for their financial questions and to review their financial situation without them feeling obligated. I highly recommend Keith if you are looking for a Financial AdvisorKurt R.
  • I have been a client of Keith Wilkinson since 2013. Over that time I have been totally impressed with the excellent level of service I have received from him. All of the dealings I have had, both for personal and corporate matters, have been handled in a highly competent and professional manner. This, coupled with his friendly and personable attitude, has made the relationship most enjoyable. I highly recommend him.Joe & Susan
  • I was declined for life insurance due to my health. Keith found an affordable option to protect me - even after a cancer diagnosis. Tom & Angela

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Partners

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Mutual funds are sold through Portfolio Strategies Corporation. Other services are provided through Wilkinson Wealth.

Did you know?

Keith is available for public speaking on a variety of topics. Looking for a ‘Lunch and Learn’ topic? Small business seminar? Charitable and not-for-profit experiences? Practical experience delivered in a comfortable setting.