BBB Accredited Business Profile

Wilkinson Wealth Management, LLC

Wilkinson Wealth Management, LLC

(434) 202-2521

Wilkinson Wealth Management, LLC

9 years in business
400 Locust Ave Ste 2
Charlottesvle, VA 22902-4858
Fax Numbers
  • (434) 321-5213
Additional Email Addresses
BBB File Opened: 10/20/2009
Business Started: 05/01/2008
Business Incorporated: 09/04/2008 in VA
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Ms. Susan Wilkinson, Owner
Business Category
  • Financial Planning Consultants
  • Investment Advisory Services
  • Investment Security
  • Mutual Funds
  • Retirement Planning Services

Service Area
We service the following area(s): Albemarle County, VA, Amherst County, VA, Appomattox County, VA, Bedford (city) County, VA, Bedford County, VA, Buckingham County, VA, Campbell County, VA, Charlottesville City County, VA, Fluvanna County, VA, Greene County, VA, Lynchburg City County, VA, Nelson County, VA, Orange County, VA, Waynesboro City County, VA
BBB accredited business



Our purpose at Wilkinson Wealth Management, LLC is to provide you with financial guidance and personalized service designed to help you build and preserve your financial resources, empower you to pursue your life’s aspirations, and create a strategy for passing on a lasting heritage to loved ones or meaningful charities.  Whether you are just starting to develop long-term financial plans, approaching retirement, looking to provide a retirement plan for your family or business, or simply looking to better understand certain investment ideas, we can help you find the answers to your most pressing money questions. 

We will help you develop a financial action plan and move confidently toward your goals. We do this through a detailed, highly personalized process of identifying your personal or business needs, outlining goals, analyzing current programs, researching available options, and finally developing and implementing both a short- and long-term range of plans.

Wilkinson Wealth Management, LLC is a full-service Investment Planning and Wealth Management firm located 10 minutes north of Charlottesville, VA in Greene County, Virginia.  We have built our reputation on helping clients create and preserve wealth for their families and their businesses.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
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Wilkinson Wealth Management, LLC

Wilkinson Wealth Management, LLC


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