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8050 Beckett Center Drive, Suite 303, West Chester Twp, OH 45069

513-253-0780
wwilson@wradvisors.com
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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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Walter Wilson

CFP®, ChFC, AWMA

Financial Advisor

(513) 253-0780

8050 Beckett Center Drive
Suite 303
West Chester Twp, OH 45069

Contact Us

Meet the Team

Contact Us

Meet the Team

What's Your Risk Number?

Everyone has a Risk Number whether they know it or not. Your tolerance for market volatility is unique. We use a risk assessment built upon a Nobel Prize-winning framework, and you can do it yourself in just a few minutes. It’s free to find your Risk Number here:

Portfolio Risk Analysis

Services

Retirement

Estate

Investment

Insurance

Tax

Money

Lifestyle

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Retirement resources

Retirement resources

How much money will you need for retirement?  What retirement savings vehicles should you be considering? Get answers here.

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Investing insights

Investing insights

Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

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Money management tips

Money management tips

One of the keys to a sound financial strategy is spending less than you take in. Get tips on budgeting and money management.

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Questions? Let's connect.

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