Financial planning that evolves with you
each step of the way
Your Life.
Well Planned.
Preserve & grow your wealth throughout retirement
Create a foundation for your children’s educational success
Preserve and pass on your wealth to future generations
Your Life, Your Way
We recognize the importance of crafting a comprehensive and adaptable strategy that takes into account your unique life circumstances, personal aspirations, and financial investments. This is why we prioritize active listening as our initial step.
Begin Creating your
Financial Roadmap
Your Values, Your Journey
Begin your financial journey by defining what truly matters to you and your family. Financial success is more than just numbers; it’s about aligning your wealth with your values, aspirations, and desired lifestyle.
Crafting a Roadmap
We know that a one-size-fits-all approach falls short when managing your finances. Our team of professionals take the time to sit down with you and learn what your dreams are to help you identify the stepping stones to get you there. This thorough analysis of your financial situation, covering assets, liabilities, income and expenses, ensures that each of our services, including retirement planning, tax planning, business owner planning, estate & trust planning, health & insurance planning, education planning, charitable giving, and net worth & cash reserves, is thoughtfully integrated into your customized financial plan.
Leave the Navigation to Us
Our experience combines accredited professionals, cutting-edge technology, and prudent assumptions to craft a realistic plan that empowers sound decision-making. We’ll help you distill the vast universe of possible actions into a few critical steps that positively impact your financial well-being, with the goal of allowing you to enjoy life, knowing your wealth is in capable hands.
Focus on What Matters
Our services are designed to help you achieve significant life goals. By entrusting us with your financial planning needs, you can enjoy financial independence, and the ability to focus on what truly matters.
Solutions for Your Every Need
Strength in Numbers
(as of 02/2024)
(as of 02/2024)
Four years ago, I had a plan to retire at 60 years old and wasn’t sure if my savings and investments would be enough. After our initial meeting with Brian and John, their exceptional knowledge of the market, Social Security and taxes gave my wife, Angela and me the confidence to entrust Williams Asset Management with our life’s savings to plan for retirement. After completing our “living expense worksheet”, Brian & John explained their investment strategy for us that wasn’t too aggressive while still maintaining comfortable growth that has kept me on course for an early retirement!
I’ve been a client of Williams Asset Management for five years. Brian McKinney, my financial advisor, is knowledgeable, pleasant, and very kind. He considers my current and future financial needs and risk tolerance, and provides personalized advice that I can understand. Brian answers my questions promptly and makes helpful suggestions that add value. I trust him and feel respected. The same is true of all the other staff with whom I’ve interacted. WAM exists to provide clients with financial planning and management, of course, but it is clear to me that customer service is a top priority. I actually enjoy going to my semi-annual check-in meetings because I always learn something. I highly recommend WAM.
My mother was a client of Williams Asset, relying on them to manage her assets in her retirement. She always had good experiences with them. When she passed away, she was able to pass on her estate to my brothers and me. Since receiving my inheritance, I have followed in her footsteps and used Williams Asset to manage my family’s assets as I prepare for my own retirement. Their holistic approach to creating a plan that takes into account all aspects my financial wellbeing has helped give me confidence to look forward to a retirement date that makes sense for me and that should allow for a retirement lifestyle that I can be happy with. My advisors, Tom Watson and John O’Callaghan, have demonstrated great savvy in their financial planning advice. I’m grateful to have found a team that has shown such a great ability to listen to my needs and goals and translate that information into a plan that works for my family and me.
As I approached 35 years as a corporate executive, I was searching for the ideal solution to my family’s financial planning needs—an independent firm that wasn’t tied to large financial institutions, yet had access to sophisticated financial tools and resources. At the same time, I wanted a team small enough to provide personalized guidance and truly understand my goals.
I found exactly that with Williams Asset Management. Their team has consistently provided attentive, customized service and developed financial strategies tailored to my unique objectives. I have been extremely pleased with the level of care, expertise, and responsiveness they offer.
Whether I have a significant financial question, a smaller concern, or simply need advice, I can easily connect with their team and receive thoughtful, timely support. Their commitment to personalized service has made them a trusted partner in helping me achieve my financial goals.
The work you do matters and makes a difference to your clients. We’ve been fortunate to have a long relationship with WAM that has guided us through multiple relocations, the passing of parents, retirement (re-wirement), and college. Thanks for what you and the WAM team does.
We have been clients of Williams Asset Management since 2007, through many life stages. Gary and his team have always been knowledgeable, attentive, diligent and acted in our best interest. We highly recommend the Williams team for investors looking for an experienced fiduciary.
Switching to Williams Asset Management was truly one of the best moves we’ve ever made. For 5 years prior to the change our retirement accounts had remained flat, but within just one year of joining WAM we saw dramatic improvement. While performance has been excellent, what really sets them apart is their proactive, personal communication. We never have to wonder where we stand; they are always one step ahead, keeping us informed and confident. Now, more than a decade later, the peace of mind that comes from knowing our retirement is secure allows us to enjoy life rather than worry about the markets. If you feel like your financial plan is just spinning its wheels, we can’t recommend this team highly enough.
We have been with Williams Asset Management for approximately 20 years. We are mostly conservative and feel the regular reviews of our accounts is critical in managing our assets. From our viewpoint, this has been an excellent choice in achieving our financial goals.
I have been your client for 22 years now, and you have never let me down. I can attribute our very comfortable retirement to you, your very talented associates, your wise advice, and your skillful stewardship of our portfolios. It is so gratifying to see the success and impressive growth of your firm — you maintained that personal touch and feeling of mishpacha. You are the best.
I learned a lot about the process of planning for our future and our financial plan was professionally presented. I could see where our assets and income will come from to finance our retirement and what important actions need to be taken for the plan to be a success.
Gary and the WAM team went beyond offering investment advice by truly getting to know our family. This friendship truly enabled the WAM team to personalize our navigation through our working years and now into retirement. Consequently, we have met and exceeded our financial goals, we are living our best dreams, and we are secure in our vision for our latter years. Thank you, Gary and WAM!
Brian, Matt and the entire team were very patient and responsive. I feel like they really took the time to know me, my priorities, and my goals. This is exactly the type of relationship with a financial advising team that I was hoping to build.
We didn’t have all of the pieces put together in a clear picture until our engagement. Now we have a clear plan and a path to success.
