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Wilson Investment Management Services

Wilson Investment Management Services

690 DeLong Avenue
Novato, CA 94945

Tel: (415) 209-0234


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Member of:
Member of Novato Chamber of Commerce Member of Downtown Novato Business Association
Business hours:

Mon – Fri: 9:00 am – 5:00 pm
Sat & Sun: Closed

Specializing in financial planning, Wilson Investment Management Services has been successfully helping clients invest their money and plan for their financial future since 1997.

Rather than bill you a steady commission, we offer fee-only (no commissions) advising services. We used goal – based planning and choose long term investments to achieve those goals. We help you choose from stocks, bonds and mutual/exchange-traded funds. We help you evaluate your needs and tailor investments are tailored to your individual situation.

Trust our stable history of investing and our long list of long-term clients. Make an appointment for a consultation and get a feel for how we would uniquely invest your hard earned money.

Come Visit Us!