Wilson Price Wealth
Management, LLC


Wilson Price Wealth Management, LLC is a Montgomery-based investment company and is an affiliate of Wilson, Price, Barranco, Blankenship & Billingsley, P.C., one of the largest and most respected CPA firms in Alabama.

Investing successfully over the long term is difficult. Individual investors tend to “chase returns” and are therefore subject to higher levels of market volatility (risk) which can lead to poor decisions. Inadequate planning in advance of investing can further complicate investment decisions. The goal of Wilson Price Asset Management is to serve our market by making available to our clients the investment processes, methodologies, and professional talent routinely used by the world’s largest and most sophisticated institutional investors.

Mr. Thompson is the president and co-owner of Wilson Price Wealth Management, LLC. Irby Thompson has spent his entire career in the financial services industry. He holds the certified financial planner (CFP®) designation and is a registered investment advisor. Irby earned his bachelor’s degree in finance from the University of Alabama. He brings a strong risk management perspective to investing from 20 years as an owner and principal of Thompson Insurance, Inc., a commercial-lines property and casualty insurance agency.

In addition to extensive industry knowledge, Irby brings to Wilson Price a strategic relationship with the Russell Investment Group of Tacoma, Washington. Russell constructs investment portfolios using several layers of diversification to better manage risk without sacrificing returns. Building upon the premise that individual asset classes behave differently, Russell believes that investors should focus on portfolios, not individual securities, to achieve reasonable returns while managing risk.

Russell-designed portfolios feature extremely broad diversification achieved through the use of large numbers of money managers in various asset classes managing with different investment styles. This broad diversification serves to dampen the wide swings in performance that can lead to inferior investment decisions, but without sacrificing performance.

Gaining access to this type of investment solution is very difficult for the individual investor. Rather than responding to solicitations for the sale of stocks, bonds, mutual funds, etc., the fee-only process employed by Wilson Price Asset Management begins with an analysis of your investing personality and your goals. The second step is the design of a highly diversified portfolio to fit these goals. Implementation of the portfolio is the third step, and the ongoing review of the portfolio and your goals complete the process.