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My husband past in January of 2020 and my life changed forever. I had to start managing our money accounts. My husband always thought highly of Jim’s abilities. Now Jim has been my guiding light. Thank you for getting me through this difficult time.
I began doing investment business with Mr. Wilson in 1995. He is thorough. diligent and cognizant.
Vice Chairman (retired)
Jim has a thorough understanding of portfolio management and risk control.
Larry J., Ph.D.
Graduate Professor of Finance
University of Tulsa
When it comes to preparing a corporate retirement and investment plan, Jim has the ability and discipline to get the job done well. He is a valuable consultant and team member.
Larry M., CFO
Whitlock Packaging Corp.
My father was impressed with Jim and had nothing but great things to say about him. Jim has handled our family’s investment accounts for years and was instrumental in building our wealth. I have had the pleasure to have Jim help me for the past 10 years; his smart advice has greatly expanded my portfolio.
Willian Gordon D.
Jim Wilson is among the most competent and insightful financial advisors in America. I learn from him every time he talks.
Brian T., International Corporate Speaker
Author of the best-selling books “The 100 Absolutely Unbreakable Laws of Business Success and Maximum Achievement” as well as 15 other books.
I trust and respect Jim Wilson. I listen closely to his investment advice. He is a true professional.
Elmer K., President (retired)
Oklahoma Natural Gas Co.
I seldom have the opportunity to work with someone as well informed as Jim. He is analytical, conscientious, and current about today’s investments
Genave R., Business Investments
First Recipient, J. Pascal Twyman Award
Since Jim has taken over as my advisor, my net worth and portfolio has grown, and I know my retirement is secure.
Dr. Charles C., M.D.
I appreciate the conservative investment approach Jim Wilson takes toward my pension plan investments and the results thereof. Jim’s ability to teach and share his vast knowledge has given me the financial education I needed to feel confident in my investment decisions.
Curtis C., M.D.
Jim Wilson is one of the real bright national stars in the world of investments. Jim is always accessible for my questions, and I know that he two steps ahead of most financial advisors.
Fran T., NFL Hall of Fame Quarterback
Board of Directors, Coca-Cola Enterprises
Too many people spend money they haven’t earned, to buy things they don’t want, to impress people they don’t like.
I love money. I love everything about it. I bought some pretty good stuff. Got me a $300 pair of socks. Got a fur sink. An electric dog polisher. A gasoline powered turtleneck sweater. And, of course, I bought some dumb stuff, too.
Annual income twenty pounds, annual expenditure nineteen and six, result happiness. Annual income twenty pounds, annual expenditure twenty-pound ought and six, result misery.
I made my money the old-fashioned way. I was very nice to a wealthy relative right before he died.
Wealth after all is a relative thing since he that has little and wants less is richer than he that has much and wants more.
Charles Caleb Colton
You can only become truly accomplished at something you love. Don’t make money your goal. Instead, pursue the things you love doing, and then do them so well that people can’t take their eyes off you.
When your outflow exceeds your income, then your upkeep becomes your downfall.
My formula for success is rise early, work late and strike oil.
If we command our wealth, we shall be rich and free. If our wealth commands us, we are poor indeed.
Wealth is like seawater; the more we drink, the thirstier we become; and the same is true of fame.
Here’s to the crazy ones. The misfits. The rebels. The troublemakers. The round pegs in the square holes. The ones who see things differently. They’re not fond of rules. And they have no respect for the status quo. You can quote them, disagree with them, glorify or vilify them. About the only thing you can’t do is ignore them. Because they change things. They push the human race forward. And while some may see them as the crazy ones, we see genius. Because the people who are crazy enough to think they can change the world, are the ones who do.
We make a living by what we get, but we make a life by what we give.
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give.
William A. Ward
If plan A fails, remember there are 25 more letters.
I will tell you the secret to getting rich on Wall Street. You try to be greedy when others are fearful. And you try to be fearful when others are greedy.
Financial peace isn’t the acquisition of stuff. It’s learning to live on less than you make, so you can give money back and have money to invest. You can’t win until you do this.
Many people take no care of their money till they come nearly to the end of it, and others do just the same with their time.
Johann Wolfgang von Goethe
No wealth can ever make a bad man at peace with himself.
Wealth consists not in having great possessions, but in having few wants.
Money never made a man happy yet, nor will it. The more a man has, the more he wants. Instead of filling a vacuum, it makes one.
Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.
Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt
It’s good to have money and the things that money can buy, but it’s good, too, to check up once in a while and make sure that you haven’t lost the things that money can’t buy.
If money is your hope for independence you will never have it. The only real security that a man will have in this world is a reserve of knowledge, experience, and ability.
Not everything that can be counted counts, and not everything that counts can be counted.
It is not the man who has too little, but the man who craves more, that is poor.
The real measure of your wealth is how much you’d be worth if you lost all your money.
He who loses money, loses much; He who loses a friend, loses much more; He who loses faith, loses all.
Money is a terrible master but an excellent servant.
Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.
Every time you borrow money, you’re robbing your future self.
Nathan W. Morris
Rich people have small TVs and big libraries, and poor people have small libraries and big TVs.
My formula for success is rise early, work late and strike oil.
There is a gigantic difference between earning a great deal of money and being rich.
The quickest way to double your money is to fold it in half and put it back in your pocket.
All riches have their origin in mind. Wealth is in ideas – not money.
We make a living by what we get. We make a life by what we give.