Wilkinson Wealth Management LLC

10/26/2026

Preparing your estate can be complicated, and if you're a part of a blended family, estate decisions can be even more complex and nuanced.

Blended families take on many forms but typically consist of couples with children from previous relationships.

Here are a few case studies to help illustrate some of the challenges.

This article will help your clients with blended families think and prepare their estate strategy.

10/23/2026

These days, you may take a big financial risk if you go without health insurance. Just one accident, one surprise trip to the hospital, and you may be left with a debt rivaling an auto loan.

Learn about the risks of not having health insurance in this informative article.

10/21/2026

Building a strong financial foundation starts with the right guidance. Our team is here to help you create a plan for your future. Visit our website to get started.
https://www.wilkinsonwm.com/contact

10/19/2026

Buying a home is the single-largest financial commitment most people ever make. And sorting through mortgages involves a lot of critical choices. One of these is choosing between a fixed or variable interest rate mortgage.

Balance current financial needs with future goals. Wilkinson Wealth Management is a life-centered financial firm of CFPs in Charlottesville, VA.

10/16/2026

Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well.

Learn about the rise of Impact Investing and how it may benefit you.

10/14/2026

Managing your financial future can feel overwhelming, but it doesn’t have to be. With a reliable financial partner, you can focus on your goals while we help guide you through the process of making informed, confident decisions. Get in touch today to take the first step.

Discover personalized Financial Planning and Investment Management with Wilkinson Wealth Management LLC. Contact us today to start your journey towards financial success.

10/12/2026

Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often-overlooked choice is including a Roth individual retirement account (IRA) as part of their compensation.

Learn about the benefits and requirements of opening a Roth IRA for kids.

10/09/2026

While you have every right to enjoy indulgences from time to time, it’s important to keep those luxuries in line with plans for retirement and beyond. Here are some helpful wealth tips.

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

10/07/2026

Get to know the team behind your financial planning. Our advisors are dedicated to helping you navigate your unique financial path. Visit our team page and reach out to schedule your consultation today.

Learn about Wilkinson Wealth Management LLC's commitment to personalized Financial Planning and Investment Management. Connect with us to explore your financial future.

10/05/2026

A woman retiring at 65 may live another two decades or more.

That's not only a long time to finance. It's also a long time to figure out how to fill your life with rewarding activities.

Tips and strategies for women approaching retirement to ensure a smooth transition.