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.

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

 

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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