Wilkinson Wealth Management LLC

05/29/2026

In this article, we explore why year-round tax planning is essential and provide practical tips for weaving proactive tax strategies into your everyday financial routine.

Learn important insight into year-round tax planning. Wilkinson Wealth Management is a trusted team of CFPs in Charlottesville, VA.

05/25/2026

Today, we remember the brave men and women who gave their lives in service to our nation. Their courage and sacrifice have shaped the freedoms we enjoy today.

Thank you to all who have served and to those who continue to serve.

05/22/2026

Sending a child off to college? These 4 financial lessons could save them years of stress and money.

The thought of managing money as a college student can be daunting, but the sooner the better.

05/17/2026

Why is changing unhealthy behaviors so difficult, even when we know what we should be doing?

The answer lies in how we approach change. Negative motivations rarely work, vague goals don't stick, and permanent change is evolutionary, not revolutionary.

This article walks through the 5 phases of lasting behavioral change and how to set yourself up for success.

Five phases to changing unhealthy behaviors.

05/15/2026

A meaningful legacy does not happen by accident.

This article explores 3 core elements that support a financially informed legacy at any stage:

1. Establishing a financial education plan
2. Creating governance structures that shield both wealth and relationships
3. Using trusts and philanthropic vehicles as active teaching tools

Financial legacies are built through education and stewardship. Prepare your family for long‑term wealth decisions.

05/10/2026

To the moms, stepmoms, grandmothers, and mother figures: Thank you for your guidance, love, and inspiration. We appreciate everything you do.

Happy Mother’s Day! 💐

05/08/2026

How do you pick the most appropriate retirement plan for your business as well as your employees?

Here, we will review three of the most popular choices for small businesses: SIMPLE-IRAs, SEP-IRAs, and 401(k)s.

Read to learn more about each type of retirement plan.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

05/05/2026

“Wilkinson Wealth Management is by far the finest team that we have ever worked with… Thank you for always being reachable and accommodating.” – James P.

Long-term relationships are built on trust, responsiveness, and personal attention. We’re thankful for clients like James and the opportunity to serve families with care and clarity.

05/01/2026

The concept of luxury manifests in many forms, but enjoying luxury in the present needs a counterbalance: a long-term financial strategy.

One of the key wealth tips for affluent families is to establish that structure.

Learn some wealth tips for affluent individuals pursuing retirement. Wilkinson Wealth Management is a trusted team of CFPs in Charlottesville, VA.

04/27/2026

"You are never too old to set another goal or to dream a new dream." — C.S. Lewis

Growth is a lifelong pursuit. At Wilkinson Wealth, we see financial milestones as transitions rather than endings. Whether you’re pivoting your career at 50 or launching a philanthropic foundation at 70, your wealth should act as the engine for your next evolution.

Success is measured by the goals you have yet to reach. Let’s build the road map to get you there.