About My Practice
We offer financial planning and investment management for a professional fee and never for a commission. We work closely with our clients and their families to design a plan to help them reach their objectives.
Financial planning is about combining the science of the numbers with the art of helping someone realize their big dreams.
We begin with a meeting to get acquainted - this give us a chance to listen to what's important to our prospective clients and how we may help them.
Our ideal client is an individual , family or business owner that is looking for a professional to work side-by-side with them. Someone who'll listen first because a financial plan is only successful when it's driven by not only the core needs, but the exciting opportunities and success that planning can provide.
At the very heart of our services is the nurturing of a long-term relationship where understanding and compassion go hand-in-hand with diligence, professionalism, and objectivity.
Our Investment Management provides professional oversight of the assets that are the building blocks of the financial plan. We have a structured and focused process of investing and design portfolios that are relevant and risk-appropriate.
For more than 24 years I have provided financial guidance to people from many different walks of life and circumstances. I know what it takes to help you reach your goals.
My own life experiences have given me the passion and drive to find real-life solutions to some of our greatest challenges.
As a fee-only adviser I am free to consider the best ideas and solutions for my clients. You never have to be concerned about a financial or investment plan that is designed around selling you a product.
My family and I have been residents of Henderson, Nevada since 1990. I love my community and have enjoyed serving on the Nevada Financial Planning Association Board and the Henderson Parks and Recreation Board. Local volunteer efforts include the Boy Scouts of America, the Clark County School District Stay in School mentoring program and Big Brothers Big Sisters.Please don’t hesitate to give me a call. I look forward to talking with you! Thank you!
Denise Wilcox, CFP®
Accredited Investment Fiduciary® Designee
Visit us online at:
A Registered Investment Adviser
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Accredited Investment Fiduciary designee
Considerations: Financial Planning and Investment Management for a professional fee and never for a commission. Call today to learn more. Thank you!
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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