Wilson Investment Consultants, LLC is an Estate and Financial Planning firm formed to provide investment management, tax management and education to the people throughout the Southwest.

“If you manage the risk first, the gains will take care of themselves.”

Wilson Investment creates financial plans customized with each client’s needs in mind.

We practice with the belief that an educated investor is a successful investor.

Jim’s investment practice is closely aligned with the academic research and successful management principles of the University of Chicago and the Wharton School of Finance.

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James Wilson has been assisting individuals, families and businesses with private wealth management for 28 years. Jim is a well-known expert and advisor throughout Oklahoma and the Southwest. He advises investors on how to protect their assets from excessive taxation and excessive risks.

Jim’s investment philosophy is closely aligned with the academic research and successful management principles of the University of Chicago and the Wharton School of Business. Jim was first exposed to these methods as a student of Economics at the University of Tulsa. He speaks publicly on these timely investment and tax issues. His risk management principles are widely accepted throughout the United States due to their proven success. Jim’s philosophy is, “Manage the risk first and the gains will take care of themselves.”

Jim came to Tulsa University from his native state of Colorado and chose to make Tulsa his home. He married and began his financial career with the investment firm of Smith Barney and enjoyed much success. He finished second in his class and two years later, he was one of only 20 brokers nationwide selected to participate in a rigorous advanced management training program on Wall Street. Jim left this company and started his new firm fifteen years ago.

Jim and his wife Laurie have been happily married for 32 years. They have three children: one son, who has returned to Tulsa after eight years in San Diego to accept a position in the oil and gas industry, their daughter finished her studies at the University of Kansas is employed by the Kansas City Sports Commission and their other son, after serving as squad leader in the United States Marine Corps in Afghanistan, is now studying at the University of Oklahoma. Jim’s enjoys spending time with his wife, his adult children, his clients, church, reading and the great outdoors of Colorado and Oklahoma.

Jim formed Wilson Investment Consultants to help investors protect their assets and their standard of living.