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 30 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.

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


Wilcox Wealth Management Services

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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