Wilson Investment Services, LLC

Financial Planning, Portfolio Construction and Management for investors who want to build wealth, save for retirement, and have income in retirement.

Bret has been in the financial services industry for 16 years and in August 2014 he launched WIS, LLC as a Registered Investment Advisory firm in Rockwall, TX with the mission to build, manage, and protect investment portfolios for investors that want to grow wealth, save for retirement, and/or have income in retirement while staying within their risk levels. Using trend following techniques, we t  ...