How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.
Learn MoreWhat We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation and wealth preservation.
Learn MoreOur Professionals
Our team approach offers a range of services to provide more benefits to our clients.
Learn MoreOur firm believes that each client is unique and that everyone needs some level of financial planning.
C.S. Wilson & Associates, a wealth management firm, is located in Amarillo, Texas. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the complexity out of preparing for today and tomorrow.
Whether your goal is preparing for retirement, saving for college or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services and have all attained the designation of Certified Financial Planner (CFP). Beginning with the inception of our firm in 1985, we have helped our clients address their present needs while also planning for the future. We look forward to working with you through all stages of your life.
Contact UsHelpful Content
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Teaching Kids About Money Early: Financial Habits That Stick
Everyday conversations and simple habits can help kids build lasting financial skills from an early age.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
5 Unexpected Costs That Can Disrupt Retirement
Don’t let the unexpected derail your retirement. Discover five common surprise costs and how to plan ahead with confidence.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.