Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
James L. Wilson, CPA
Financial Advisor
CPA and financial planner, Jim founded M C Wealth Management in 2009 to provide our valued clients with comprehensive tax-smart wealthcare solutions. He works closely with individuals, families and businesses to craft thoughtful, effective financial plans, so that they have peace of mind, the ability to keep the promises made to themselves and their family, and a tax-advantaged wealth creation, preservation and distribution strategy. He holds Series 7 and 66 securities licenses as well as life, disability and long-term care insurance licenses.