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Jeffrey W

CFP®, Series 63, Series 65

Nashua, NH

Fairscale Capital, LLC

Jeffrey Williams is a CFP® with 23 years of industry experience and is currently a principal at Fairscale Capital, LLC. He has led Williams Wealth Management, LLC since 2012. Fairscale Capital provides financial planning and portfolio management to individuals, including high net worth clients, as well as banking institutions, non-profits, and business entities. The firm manages approximately $208 million in assets across 177 client relationships, employing diversified, actively managed investment strategies guided by individualized Investment Policy Statements.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting Wealth management
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Dyllin M

Series 65

Nashua, NH

Fairscale Capital, LLC

Dyllin Moulton is a Series 65-licensed advisor at Fairscale Capital, LLC in Nashua, NH, with 11 years of industry experience, including his tenure at Williams Wealth Management, LLC. He is part of a three-advisor team serving a diverse client base. Fairscale Capital provides financial planning and portfolio management to individuals—including high net worth clients—as well as banking institutions, non-profits, and businesses. The firm implements diversified, actively managed investment strategies guided by individualized Investment Policy Statements and combines fundamental, technical, and cyclical analysis.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting Wealth management
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Alexander T

Series 65

Nashua, NH

Fairscale Capital, LLC

Alexander Thompson is a financial advisor with Fairscale Capital, LLC in Nashua, NH, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Williams Wealth Management, LLC, Alku, and Elon University. Fairscale Capital provides financial planning and portfolio management services to individuals, including high net worth clients, as well as banking institutions, non-profits, and businesses. The firm manages approximately $208 million in assets across 177 client relationships, utilizing individualized investment policies and a mix of fundamental, technical, and cyclical analysis to implement diversified, actively managed portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting Wealth management
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