After more than 3 decades as a front-line financial executive for several high-profile public companies (CSX, Nextel Communications, XM Satellite Radio, Iridium, Deltek, Millennial Media, SITO Mobile), Joe Wilkinson transitioned into private wealth management as Managing Director of Westbourne Investment Advisors. Westbourne Investment Advisors in an independent fiduciary {Registered Investment Advisory (RIA) firm}, helping clients manage their long-term financial objectives. Investment Objective: To preserve and enhance the wealth and purchasing power of clients via a Value investing approach with a long-term time horizon (5+ years). Asset allocation is critical to long-term investment results.Personalized Suitability: We review and monitor client investment objectives to determine suitable asset allocation. Key factors in portfolio construction include a client’s age, income/liquidity requirements, income tax status, estate planning objectives, and risk toleranceFinancial Consultant: As an independent advisor we provide financial consulting beyond investment management. Here are a few financial matters on which we’ve helped clients:Retirement PlanningEstate Planning and TrustsBuying, Selling, and Valuing BusinessesMortgage StrategiesPledged Asset Lines of CreditCharitable Giving – Donor Advised Funds (DAFs)College Savings PlanningIf you have a financial topic you’d like to discuss, it is likely we have experience with it or can refer to someone who does (e.g., Tax planning, Estates, Wills).
Listed skills include Crisis Communications, Competitive Analysis, Strategic Planning, Press Releases, and 41 others.