About Me

Stephen Wilson
Director of Financial Planning

A Cleveland local, Stephen has over 20 years’ experience in the financial services profession, Stephen has a wealth of local knowledge and understands the challenges faced by local business owners, professionals, tradespeople and their families.

He has a solid reputation for building long-term relationships with his clients based on mutual trust, collaboration and a genuine commitment to doing everything he can to improve the financial wellbeing of those he works with.

“I strive to combine my deep industry knowledge with a proactive and straightforward approach – so that our clients can make informed decisions about their finances and investments with clarity and confidence.”

Stephen Wilson