top of page

A veteran-owned, woman-owned business

Talk with an Advisor

HOME
Welcome
SERVICES
JOIN US
ABOUT US
LEARNING CENTER
BLOG
LET'S TALK
BUY BOOKS
More...

Use tab to navigate through the menu items.

Our Services

Strategy Session via Phone
Service Information
30 min
Free Phone Consult

Call us for your 2019 tax prep!

Privacy Policy

Featured in

Investopedia provides great financial information

Connect with Us:

Minnesota Public Radio where Wilson David has been featured

South Carolina ETV news

Listen to Kathy on Public Radio

HOME
Welcome
SERVICES
JOIN US
ABOUT US
LEARNING CENTER
BLOG
LET'S TALK
BUY BOOKS
More...

Use tab to navigate through the menu items.

Privacy Policy

Important Disclosures

Copyright ©2020 Wilson David Investment Advisors. All rights reserved. For informational purposes only. Past success does not indicate the likelihood of success in future performance.

bottom of page