WILCO's Mission

We are intentionally a small investment advisory firm. We are not seeking to dominate or expand beyond our passion to simply help others. We pride ourselves on individual service, customized portfolios and legacy planning.  We also are committed to keeping our fees flexible so that in most cases, your costs are lower than the larger institutions on Wall Street. We offer clients the choice of fee structures based on their individual needs, including a flat fee advisory service. The word WILCO derives from Robert's time in the U.S. Army. WILCO is short for Will Comply and perfectly illustrates our customer service mantra. We like challenges, we strive for excellence, and we never forget that you are the boss.