Awards & Accolades
Williams Asset Management is respected in the financial community and has received the following awards and recognitions:
2019 Press Release 2020 Press Release 2021 Press Release 2022 Press Release 2023 Press Release
2019-2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2023 Largest Wealth Management Firms in Greater Baltimore area, created by Baltimore Business Journal. Presented 12/01/2023. Firms were ranked by the number of Baltimore-area professionals they employ at the time they completed the survey. An unknown number of Advisors were invited to submit information for consideration. These numbers were not independently verified. Advisors may pay a fee to hold out marketing materials. Not indicative of the advisor’s future performance. Your experience may vary. Click here for the most recent award information.
2022 Largest Wealth Management Firms in Greater Baltimore area, created by Baltimore Business Journal. Presented 12/2/2022. Firms were ranked by the number of Baltimore-area professionals they employ at the time they completed the survey. An unknown number of Advisors were invited to submit information for consideration. These numbers were not independently verified. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information, click here.
2020 Baltimore Business Journal Financial Planners List, created by Baltimore Business Journal. The 2020 award was presented in December 2020 based on data gathered in 2020. Firms were ranked by the number of Baltimore-area professionals they employ at the time they completed the survey. 24 firms were recognized. Advisors do not pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2011 - 2023 Five Star Wealth Manager Award
2011-2023 Five Star Wealth Manager Award, created by Five Star Professional.The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 2078, 260, 13%, 1/1/22, 5/10/21 - 11/12/21; 2029, 237, 12%, 1/1/21, 4/27/20 - 10/30/20; 2020: 1898, 234, 12%, 1/1/20, 4/1/19 - 11/13/19; 2019: 1865, 265, 14%, 1/1/19, 4/19/18 - 11/7/18; 2018: 1759, 232, 13%, 1/1/18, 4/21/17 - 11/6/17; 2017: 1093, 355, 32%, 12/1/16, 3/26/16 - 11/11/16; 2016: 1215, 356, 29%, 12/1/15, 6/16/15 - 11/9/15; 2015: 1749, 412, 24%, 1/1/15, 6/16/14 - 11/9/14; 2014: 1484, 395, 27%, 1/1/14, 6/16/13 - 11/9/13; 2013: 1490, 448, 30%, 1/1/13, 6/16/12 - 11/9/12; 2012: 1470, 262, 18%, 1/1/12, 6/16/11 - 11/9/11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com
Turn Your Retirement Portfolio into a Work of “Art”
Retirement planning is more difficult than saving for other goals in life because of the many variables involved, and that uniqueness is why investors should approach it more as an “art" than a science, says Gary Williams, author of “The Art of Retirement". Read more . . .
Don't Let New Wealth From an Inheritance Spur Anxiety and Guilt
According to the Center on Wealth and Philanthropy (CWP) at Boston College, an estimated $41 trillion will pass between generations by the year 2055. Read more . . .
U.S. Stocks Plunge Again in One of Worst Starts to a Year Ever
Gary Williams, president and CEO of Columbia-based Williams Asset Management, said the current correction “may not be the bottom," but investors shouldn't panic. Read more . . .
The Very First Guest Blog!: It's Just About . . . Life
Live life to the fullest. In partnership, with gratitude and with humility. Today I introduce my first guest blog. Read more . . .
Empowering People to Manage Their Financial and Investment Affairs
Listen to the full interview . . .
A Seven-Point Checklist for Your Estate Plan
When it comes to estate planning, executing your will and other estate documents is only the first step.
Turn Your Retirement Portfolio into a Work of “Art”
“Retirement planning is more difficult than saving for other goals in life.” says Gary Williams, author of “The Art of Retirement.” Read more . . .
Commentary: Start Planning for Retirement Well in Advance
One of the biggest lessons of the recent economy is that many people who thought they were financially ready for retirement . . . weren’t.
Read more . . .
Retirement Planning: Retire to Something, Not From Something
When most people think of retirement planning, they think about investing, Social Security, and how they're going to pay for their
golden years. Read more . . .
How We Set Up Our Professional Athletes to Fail
“Athletes are prone to the same culture as everyone else, and society today places a huge emphasis on material items,”
says Gary Williams. Read more . . .
How to Plan for Retirement at the 11th Hour
Author and financial planner Gary S. Williams explains what to do if you haven't saved enough for retirement. Read more . . .
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