Fredrick S Wilkerson

Contact

Fredrick S Wilkerson, J.D., CLU®, ChFC®
Wealth Management Advisor

6235 Morrison Blvd
Charlotte, NC 28211-3508

Phone: 704-442-0400

Fax: 704-442-0300

Email Fredrick S Wilkerson

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Welcome

Estate Strategies Group (ESG) is a national network of advisors, specializing in estate and business succession planning.  Wealth Management Advisors of ESG are experienced professionals focusing on high net worth families.

Fred Wilkerson assists individuals in identifying the core values, beliefs and legacy they want to perpetuate for themselves, their families and their communities.  This is accomplished through a dynamic process of design, coordination, implementation and regular review of strategies aimed at achieving the goals and objectives of the client.

The planning process and strategic view allows individuals to maintain their financial independence and perpetuate those core values and beliefs, now and in the future, by consciously controlling the management and distribution of their wealth during their lives and after their death among heirs, charity and society.

He can help bring clarity to your estate planning goals, discovering not only how you want to distribute your estate, but why. 

Let Fred Wilkerson help ensure that your values are the foundation of your estate plan.


Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

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Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

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Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.


Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

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Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

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