A complete list of active advisors currently associated with J. Williams Wealth Management, LLC

Warmer can help you find a great advisor at J. Williams Wealth Management, LLC or one who fits your needs even better.

J. Williams Wealth Management is a single‑advisor registered investment adviser that serves individual clients with portfolio management and investment advice on either a discretionary or non‑discretionary basis. The firm consolidates clients’ various accounts into a single “super‑portfolio” and invests in general securities, mutual funds (including ETFs), and government securities. The firm follows a tactical asset‑allocation approach, adjusting equity and bond weightings based on its view of market cycles and using a scoring system that combines five‑year relative performance and Morningstar metrics to evaluate funds and stocks. It conducts weekly portfolio reviews, tailors recommendations through client consultations, and — alongside standard asset‑based or flat billing — offers a performance‑based fee option to qualified clients. Noteworthy aspects include a larger share of assets managed on a non‑discretionary basis (the brochure reports roughly $15 million non‑discretionary versus $10.85 million discretionary as of 12/31/2020) and documented advisory roles with not‑for‑profit organizations and endowment committees, including uncompensated work. The firm’s principal also documents extensive international investing experience and subscriptions to global research services, reflecting a capability to incorporate international holdings and analysis into client portfolios while deliberately maintaining a small client roster.

To learn more about the advisors currently working at J. Williams Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.