Brooklyn, NY Office

Williamson Legacy Group provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals (including high net worth clients), families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm reports $183,062,559 in discretionary assets under management and serves roughly 343 clients through a team of five advisors.

The firm’s investment process begins with a client-specific financial plan and uses fundamental and technical analysis to recommend long-term portfolio strategies, while allowing shorter-term trades when appropriate; Williamson Legacy Group also may allocate portions of client assets to unaffiliated External Managers. Portfolios are tailored to each client’s objectives, tax sensitivity and time horizon, are reviewed at least annually, and may be managed with client-imposed restrictions in either a discretionary or non-discretionary capacity.

Noteworthy features include operating from five offices despite a small advisor team, a structure that is uncommon among similar team firms, and advisory personnel who are licensed insurance professionals who may earn separate commission-based compensation for insurance products — a disclosed potential conflict of interest. The firm also participates in an institutional custodial platform (including Trade-PMR/First Clearing) that provides access to institutional trading, research and block-trading capabilities typically unavailable to retail investors.