Wilson Investment Services, LLC

Wilson Investment Services, LLC Financial Planning, Portfolio Construction and Management for investors who want to build wealth, save for retirement, and have income in retirement.

Bret has been in the financial services industry for 16 years and in August 2014 he launched WIS, LLC as a Registered Investment Advisory firm in Rockwall, TX with the mission to build, manage, and protect investment portfolios for investors that want to grow wealth, save for retirement, and/or have income in retirement while staying within their risk levels. Using trend following techniques, we t

ake a disciplined, systematic approach to investing. This approach is designed to take the emotion out of investing and thus help us make better decisions. Contact me for a free, no obligation consultation and let's see if I can help you.

Address

Dallas, TX

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(972) 772-9599

Website

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