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.


Meet our team

Learn more about
The Wilkins Investment Group.

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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Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Our core values

Core values are principles and standards of behavior that reflect who we are as a team. They are also things we aspire to.

  • Stewardship
  • Integrity
  • Excellence
  • Compassion
  • Gratitude

Proud to work with nationally recognized teammates

At The Wilkins Investment Group, we are very proud to have multiple award-winning team members. It’s an honor to have teammates nationally recognized as some of the best in the industry—because it means we are serving our clients well.

Mark Wilkins

  • Forbes Best-in-State Wealth Advisor - 2022

Jared Lamb

  • AdvisorHub Advisors to Watch - 2022

Bulletin Board

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Latest Insights

Cars parked under solar panels. (Global Insight)

How solar can brighten investment portfolios

A cheap and emissions-free technology, we shine a light on solar’s potential and how investors can look to tap into this growth opportunity.

Read more