We Aim to Be the Best People, Doing the Best Planning, for the Best Clients

When it's a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next. That's where Brian Wilcox comes in.

For over 35 years, people have chosen to work with Brian Wilcox. As your Wealth Management Advisor, Brian will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.


Our Mission:

We manage the process that can allow our clients to discover financial peace of mind.

We help successful people see possibilities that may have otherwise been unknown to them. We are committed to helping others achieve a secure financial future by providing expert guidance and innovative, individualized solutions. We aim to leave everyone better off than the first time we met by fostering relationships based on quality customer service and integrity. Because none of us can predict the future, we will help you plan for the best and worst case scenarios.

CONTACT US

If you would like to learn more about Wilcox Wealth Management Services or have a discussion about your plans, call our team at (315)782-7094 or email us. You can also visit our team page. We look forward to speaking with you soon.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Brian Wilcox, CLU®, ChFC®, RICP®, CASL®, CLF®
Wealth Management Advisor


Wilcox Wealth Management Services

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck