Wilkinson Wealth Management
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 300 Frank H. Ogawa Plaza Ste 252, Oakland, CA 94612
- Phone
- (510) 625-1400
- Website
- stevewilkinson.com
- Neighborhood
- Downtown
- County
- Alameda County
Hours
- Monday: 8 AM–6 PM
- Tuesday: 8 AM–6 PM
- Wednesday: 8 AM–6 PM
- Thursday: 8 AM–6 PM
- Friday: 8 AM–6 PM
- Saturday: Closed
- Sunday: Closed
About
At Wilkinson Wealth Management, we help Downtown Oakland residents and families plan with confidence for the years ahead. We offer financial planning, investment management and insurance services, tailored to each client's goals and circumstances.
Our work starts with understanding where you are today and where you want to go, then building a clear, practical plan to get you there. We serve individuals, families and business owners across Oakland and Alameda County, and we welcome new clients from throughout the East Bay.
Our approach is straightforward: we explain our recommendations in plain language so you can make informed decisions about your money.
To learn how we can help with your financial future, visit our website to get in touch and schedule a conversation with our team.
Our work starts with understanding where you are today and where you want to go, then building a clear, practical plan to get you there. We serve individuals, families and business owners across Oakland and Alameda County, and we welcome new clients from throughout the East Bay.
Our approach is straightforward: we explain our recommendations in plain language so you can make informed decisions about your money.
To learn how we can help with your financial future, visit our website to get in touch and schedule a conversation with our team.