Through its partnership with Commonwealth Financial Network®, a Registered Investment Adviser-broker/dealer, Williams Asset Management gains access to resources that it translates into indispensable service for its clients. The Commonwealth team consists of more than 45 professionals with the CFA®, CFP®, ChFC ®, or JD certification/designation. These experts act as an extension of the Williams Asset Management team, supporting them in delivering tailored guidance. As a truly collaborative team, they’re adept at helping you tackle a broad range of needs from retirement income, education, estate, tax, and insurance planning to the efficient management of tax-smart investment portfolios. Working together, Williams Asset Management will help ensure that even the smallest details of your financial life are properly addressed.
It’s a relationship that allows us to strengthen and expand your:
Yet by retaining our independence, you can rest assured that we remain completely free to act in your best interest without any pressure to promote proprietary products or investment strategies.
Investment Choice
Providing more robust, independent market research and a wide universe of third-party investment options — from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts, and retirement plans.
Client Service
Empowering us to execute your trades and transactions more quickly, as well as supplying specialized planning expertise when required.
Technology Platform
Giving us the sophisticated, integrated web-based platform and tools to more efficiently manage your portfolio and your overall financial picture, and to provide you with first-class service and support.
Data Security
From encryption standards to disaster recovery plans and other data security measures, Commonwealth enables us to confidently safeguard both your privacy and your personal investment data.
Safeguarding Your Personal Information
Financial advisors are required by law to affiliate with a broker/dealer to process investment transactions on your behalf, and we have chosen Commonwealth Financial Network. A key determinant in that decision is Commonwealth’s stringent Written Information Security Program (WISP), which outlines specific policies and procedures for properly handling your data and safeguarding it from misuse, unauthorized access or disclosure, loss, alteration, or destruction.
The program complies with the strictest state and federal regulations currently in existence, and its goal is to create a culture in which sensitive information is aggressively protected. We have the utmost confidence in the administrative, physical, and technical safeguards that have been implemented on your behalf.
Learn more about securing your data>
