G.M. Wilson, Private Wealth Management Group

The firm is a registered investment adviser that provides portfolio management and written financial planning services to individuals and high‑net‑worth clients. It manages a small contingent of client relationships and delivers investment recommendations while operating on a non‑discretionary basis, meaning trades are implemented only with client approval.

Investment advice is built from a detailed client information file that explicitly addresses goals, estate planning, gifting intentions, and special‑needs family members, and the firm prepares a written analysis describing proposed portfolio changes. The investment approach emphasizes a conservative asset allocation—maintaining a 5–10% cash position, favoring large‑cap dividend‑paying stocks, using dollar‑cost averaging, and employing ETFs for sector or size diversification—supported by in‑house research using sources such as Charles Schwab, Ned Davis, Reuters, and Morningstar.

Noteworthy for this firm is its primarily non‑discretionary model, which contrasts with the discretionary authority held by many peers; client authorization and custodian trade confirmations are integral to trade execution. The firm also uses Charles Schwab Institutional as custodian, reports receiving no soft‑dollar benefits, does not accept commission‑based compensation, and places particular emphasis on individualized estate and gifting considerations for its limited client base.