Personal relationships. Global resources.

Welcome to The Wilkins Investment Group

In partnership with our clients, we help prioritize, organize and simplify their lives by developing and managing a customized wealth plan; focused on accumulating and protecting wealth, developing diversified income streams and tax efficient transfer of assets. We strive to earn trust and loyalty through hard work, appropriate advice and dedication to developing long-term relationships.

Uncertainty everywhere

We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. Read the full economic outlook in the latest edition of Global Insight.

 

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and customized strategies focused on you and your assets.

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Meet our team

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The Wilkins Investment Group.

Latest Insights

The U.S. economy is exposed and vulnerable … what’s next?

We explore the economic scenarios that could unfold depending on the path the virus takes and the different ways the recovery could play out in 2021.

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