Wilon Wealth Management

Wilon Wealth Management is a registered investment advisor established in March 2007 and registered as an Investment Advisory Firm in April 2021. The firm's principal owners are Matthew Onstot and Jason Wiltse. Wilon is a fiduciary, obligated to act in the client’s best interest at all times. The firm offers financial planning services covering retirement, estate, investment, tax, risk management, charitable, and education planning. Wilon provides asset management services tailored to individual client goals, objectives, time horizon, and risk tolerance. The firm may engage third-party money managers with discretion over client accounts, subject to client-imposed restrictions. Wilon advises on various investments, including mutual funds, ETFs, index funds, annuities, real estate investment trusts, college savings plans, alternative investments, and insurance products. Clients are required to have a minimum of $250,000 in investable assets. Fees are based on portfolio management, financial planning, and hourly rates, with fees typically paid quarterly. Wilon does not participate in wrap fee programs and does not accept performance-based fees. The firm conducts periodic reviews of client accounts, provides detailed reports, and upholds a strict Code of Ethics. Wilon prioritizes client privacy and confidentiality, ensuring the protection of non-public personal information.