Personal relationships. Global resources.

Welcome to The Wilkins Investment Group

We exist to help clients and their families steward their wealth through in-depth planning and the intelligent allocation of their capital. 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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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, 2023
  • Forbes Next-Gen Wealth Advisor - 2022
  • Financial Planning Top 40 Regional Brokers Under 40 - 2023

Jared Lamb

  • AdvisorHub Advisors to Watch - 2022
  • Forbes Next-Gen Wealth Advisor - 2023

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Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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Latest Insights

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Long bonds for the long-term investor

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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