Fredrick S Wilkerson, J.D., CLU®, ChFC®, CFP®

Director of Estate & Business Planning

Welcome

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

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 and his team help ensure that your values are the foundation of your estate plan.
 

Market Commentary

Click here to read weekly and quarterly market commentaries by Stephen C. Coleman, CFA, Chief Portfolio Manager - Fixed Income, Northwestern Mutual Wealth Management Company.
 

Articles of Interest

If you own or operate a business, Fred Wilkerson recommends the following articles:

For additional suggested articles, please click here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck