Tim Wiltzen, VP Investment Advisor
Tim offers clients investment expertise garnered through over 49 years in the financial industry and more than 39 years as an Investment Advisor.
To help you meet your goals Tim along with his team takes a comprehensive approach that extends beyond investing. We offer you the relevant confident advice you deserve - and we can do that only fully understanding you.
As your needs change and evolve over time, we will tailor our advice, services and solutions accordingly. Whether you are building your career or business or transitioning into retirement, we believe that our disciplined planning approach will help make you more confident in your decisions, and more focused on your future.
There will always be investment opportunities no matter what the economic climate. Finding the best opportunities for each individual investor - considering the need for income and growth, the realities of taxation and the need for flexibility - is one of the most important responsibilities he has as an Investment Advisor.
We believe that your personal wealth strategy is key to your financial success. however, before we can begin to build your plan, we take the time to develop a deep understanding of you.