CFA/CFP Solutions
CFA/CFP Solutions
CFA/CFP Solutions
CFA/CFP Solutions
CFA/CFP Solutions
With Your Clients’ Success in Mind
Wilkinson provides Certified Financial Planners and Advisors with a unique "workshop-in-a-box" designed to help your clients preserve their family legacies by guiding them through relevant course material focused on the Five Forms of Capital by Lonnie and Shelley Gienger.
The "workshop-in-a-box" empowers financial advisors to add value to your wealth management services, fostering stronger client relationships and increasing retention by offering a high-value educational experience that goes beyond traditional discussions about wealth transfer, inheritance, or asset protection.
As you inquire about the workshop, know that Wilkinson also offers private and alternative multifamily investments that outperform REITs due to greater control over investments, higher potential for long-term appreciation, and better tax advantages.
Book a call to ask how investors seeking stability and growth in their real estate portfolios can benefit from Wilkinson’s fund as an alternative to direct ownership in rental properties.
First, let’s see if we already have your email.
Hi! I’m David McKinney, Managing Director and EVP for Wilkinson. We would be happy to discuss family legacy or multifamily investing solutions that will help strengthen the impact and value you bring to your clients. I invite you to book a call.
By clicking Submit you agree to receive occasional communication from Wilkinson via phone or email. Reply STOP at anytime to unsubscribe from texts.
Hi! I’m David McKinney, Managing Director and EVP for Wilkinson. We would be happy to discuss family legacy or multifamily investing solutions that will help strengthen the impact and value you bring to your clients. I invite you to book a call.
By clicking Submit you agree to receive occasional communication from Wilkinson via phone or email. Reply STOP at anytime to unsubscribe from texts.
With Your Clients’ Success in Mind
Wilkinson provides Certified Financial Planners and Advisors with a unique "workshop-in-a-box" designed to help your clients preserve their family legacies by guiding them through relevant course material focused on the Five Forms of Capital by Lonnie and Shelley Gienger.
The "workshop-in-a-box" empowers financial advisors to add value to your wealth management services, fostering stronger client relationships and increasing retention by offering a high-value educational experience that goes beyond traditional discussions about wealth transfer, inheritance, or asset protection.
As you inquire about the workshop, know that Wilkinson also offers private and alternative multifamily investments that outperform REITs due to greater control over investments, higher potential for long-term appreciation, and better tax advantages.
Book a call to ask how investors seeking stability and growth in their real estate portfolios can benefit from Wilkinson’s fund as an alternative to direct ownership in rental properties.
First, let’s see if we already have your email.
Hi! I’m David McKinney, Managing Director and EVP for Wilkinson. We would be happy to discuss family legacy or multifamily investing solutions that will help strengthen the impact and value you bring to your clients. I invite you to book a call.
By clicking Submit you agree to receive occasional communication from Wilkinson via phone or email. Reply STOP at anytime to unsubscribe from texts.
Let’s Talk About Your Clientele
Hi! I’m David McKinney, Managing Director and EVP for Wilkinson. We would be happy to discuss family legacy or multifamily investing solutions that will help strengthen the impact and value you bring to your clients. I invite you to book a call.
By clicking Submit you agree to receive occasional communication from Wilkinson via phone or email. Reply STOP at anytime to unsubscribe from texts.
With Your Clients’ Success in Mind
Wilkinson provides Certified Financial Planners and Advisors with a unique "workshop-in-a-box" designed to help your clients preserve their family legacies by guiding them through relevant course material focused on the Five Forms of Capital by Lonnie and Shelley Gienger.
The "workshop-in-a-box" empowers financial advisors to add value to your wealth management services, fostering stronger client relationships and increasing retention by offering a high-value educational experience that goes beyond traditional discussions about wealth transfer, inheritance, or asset protection.
As you inquire about the workshop, know that Wilkinson also offers private and alternative multifamily investments that outperform REITs due to greater control over investments, higher potential for long-term appreciation, and better tax advantages.
Book a call to ask how investors seeking stability and growth in their real estate portfolios can benefit from Wilkinson’s fund as an alternative to direct ownership in rental properties.
First, let’s see if we already have your email.
Hi! I’m David McKinney, Managing Director and EVP for Wilkinson. We would be happy to discuss family legacy or multifamily investing solutions that will help strengthen the impact and value you bring to your clients. I invite you to book a call.
By clicking Submit you agree to receive occasional communication from Wilkinson via phone or email. Reply STOP at anytime to unsubscribe from texts.
Let’s Talk About Your Clientele
Hi! I’m David McKinney, Managing Director and EVP for Wilkinson. We would be happy to discuss family legacy or multifamily investing solutions that will help strengthen the impact and value you bring to your clients. I invite you to book a call.
By clicking Submit you agree to receive occasional communication from Wilkinson via phone or email. Reply STOP at anytime to unsubscribe from texts.
With Your Clients’ Success in Mind
Wilkinson provides Certified Financial Planners and Advisors with a unique "workshop-in-a-box" designed to help your clients preserve their family legacies by guiding them through relevant course material focused on the Five Forms of Capital by Lonnie and Shelley Gienger.
The "workshop-in-a-box" empowers financial advisors to add value to your wealth management services, fostering stronger client relationships and increasing retention by offering a high-value educational experience that goes beyond traditional discussions about wealth transfer, inheritance, or asset protection.
As you inquire about the workshop, know that Wilkinson also offers private and alternative multifamily investments that outperform REITs due to greater control over investments, higher potential for long-term appreciation, and better tax advantages.
Book a call to ask how investors seeking stability and growth in their real estate portfolios can benefit from Wilkinson’s fund as an alternative to direct ownership in rental properties.
First, let’s see if we already have your email.
Hi! I’m David McKinney, Managing Director and EVP for Wilkinson. We would be happy to discuss family legacy or multifamily investing solutions that will help strengthen the impact and value you bring to your clients. I invite you to book a call.
By clicking Submit you agree to receive occasional communication from Wilkinson via phone or email. Reply STOP at anytime to unsubscribe from texts.
Let’s Talk About Your Clientele
Hi! I’m David McKinney, Managing Director and EVP for Wilkinson. We would be happy to discuss family legacy or multifamily investing solutions that will help strengthen the impact and value you bring to your clients. I invite you to book a call.
By clicking Submit you agree to receive occasional communication from Wilkinson via phone or email. Reply STOP at anytime to unsubscribe from texts.
With Your Clients’ Success in Mind
Wilkinson provides Certified Financial Planners and Advisors with a unique "workshop-in-a-box" designed to help your clients preserve their family legacies by guiding them through relevant course material focused on the Five Forms of Capital by Lonnie and Shelley Gienger.
The "workshop-in-a-box" empowers financial advisors to add value to your wealth management services, fostering stronger client relationships and increasing retention by offering a high-value educational experience that goes beyond traditional discussions about wealth transfer, inheritance, or asset protection.
As you inquire about the workshop, know that Wilkinson also offers private and alternative multifamily investments that outperform REITs due to greater control over investments, higher potential for long-term appreciation, and better tax advantages.
Book a call to ask how investors seeking stability and growth in their real estate portfolios can benefit from Wilkinson’s fund as an alternative to direct ownership in rental properties.
First, let’s see if we already have your email.
Hi! I’m David McKinney, Managing Director and EVP for Wilkinson. We would be happy to discuss family legacy or multifamily investing solutions that will help strengthen the impact and value you bring to your clients. I invite you to book a call.
By clicking Submit you agree to receive occasional communication from Wilkinson via phone or email. Reply STOP at anytime to unsubscribe from texts.
Hi! I’m David McKinney, Managing Director and EVP for Wilkinson. We would be happy to discuss family legacy or multifamily investing solutions that will help strengthen the impact and value you bring to your clients. I invite you to book a call.
By clicking Submit you agree to receive occasional communication from Wilkinson via phone or email. Reply STOP at anytime to unsubscribe from texts.
*Wilkinson® is not an investment adviser or a broker-dealer. All prospective investors should consult with their own advisors before deciding to invest. This does not constitute an offer to sell or the solicitation of an offer to buy securities. Securities may be sold only to accredited investors and only through an offering memorandum.Total transaction volume rounded up to nearest $100K.
(509) 965-4240
©2025 Wilkinson Corporation. All Rights Reserved
*Wilkinson® is not an investment adviser or a broker-dealer. All prospective investors should consult with their own advisors before deciding to invest. This does not constitute an offer to sell or the solicitation of an offer to buy securities. Securities may be sold only to accredited investors and only through an offering memorandum. Total transaction volume rounded up to nearest $100K.
(509) 965-4240
©2025 Wilkinson Corporation. All Rights Reserved.
*Wilkinson® is not an investment adviser or a broker-dealer. All prospective investors should consult with their own advisors before deciding to invest. This does not constitute an offer to sell or the solicitation of an offer to buy securities. Securities may be sold only to accredited investors and only through an offering memorandum.Total transaction volume rounded up to nearest $100K.
(509) 965-4240
©2025 Wilkinson Corporation. All Rights Reserved.
*Wilkinson® is not an investment adviser or a broker-dealer. All prospective investors should consult with their own advisors before deciding to invest. This does not constitute an offer to sell or the solicitation of an offer to buy securities. Securities may be sold only to accredited investors and only through an offering memorandum. Total transaction volume rounded up to nearest $100K.
(509) 965-4240
©2025 Wilkinson Corporation. All Rights Reserved.
*Wilkinson® is not an investment adviser or a broker-dealer. All prospective investors should consult with their own advisors before deciding to invest. This does not constitute an offer to sell or the solicitation of an offer to buy securities. Securities may be sold only to accredited investors and only through an offering memorandum.Total transaction volume rounded up to nearest $100K.
(509) 965-4240
©2025 Wilkinson Corporation. All Rights Reserved