Williamson Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual clients (including high-net-worth households), corporations and charitable organizations, managing roughly $46 million across about 182 accounts with a three-advisor team. Its services include discretionary and non‑discretionary portfolio management (stocks, bonds, mutual funds, ETFs and options), retirement-plan advisory and consulting, and basic investment planning for smaller accounts.
The firm employs an active, sector-driven approach that combines fundamental and technical analysis and conducts daily portfolio reviews; it routinely uses options for hedging, income generation and tactical entry/exit. For qualified retirement plans it provides ERISA-focused services — including investment policy development, fiduciary monitoring, participant education and model portfolios — and can act in a discretionary 3(38)-style capacity or provide non-discretionary participant advice.
Noteworthy differences from many peers include an affiliation with an insurance agency (R&S Insurance Agency) and insurance-licensed representatives who may receive commission compensation for insurance sales, a disclosed potential conflict of interest. The firm also emphasizes client communications and education beyond standard custodial statements — committing to annual summaries of material changes, offering training and participant seminars for plan committees, and utilizing custodian-provided compliance publications — practices that are less common among similar advisers.
Client services
Expertise
Fee options
$0 - $500,000: 2% $500,000 - $2,000,000: 1.5% $2,000,000+: 1%
$150 to $200 per hour, negotiable
Account minimum: $50,000
Main office
4067 Whipple Ave NW, Suite A
Canton OH 44646
Advisors at this office
3
Most active in
Ohio · West Virginia
Also doing business as
Blackstone Wealth Management, Inc. · Williamson Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Steven W
Series 66
Canton, OH
Williamson Wealth Management
Steven Williamson is a financial advisor with Williamson Wealth Management in Canton, Ohio, holding a Series 66 designation and 19 years of industry experience. He has worked at Blackstone Wealth Management, Inc. since 2017 and previously held roles at Legacy Investment Group, LLC, Helios Investments Inc., and Cadaret, Grant & Co., Inc. In addition to his advisory work, Williamson maintains an independent insurance agency where he sells life insurance and fixed products. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, managing approximately $46 million across about 182 accounts with a three-advisor team. The firm uses an active, sector-driven investment approach that combines fundamental and technical analysis, with daily portfolio reviews and routine options strategies, and offers ERISA-focused retirement plan services including discretionary and non-discretionary advisory capacities.
Denver M
Series 63, Series 66
Canton, OH
Williamson Wealth Management
Denver Mccallister is a financial advisor with Williamson Wealth Management in Canton, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at CETERA Financial Specialists LLC, National Planning Corporation, OSAIC Services, Inc., and Sunamerica Securities, Inc. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, managing approximately $46 million across 182 accounts with a team of three advisors. The firm uses an active, sector-driven investment approach combining fundamental and technical analysis and offers services including discretionary and non‑discretionary portfolio management, retirement-plan advisory, and investment planning.
Margaret F
Series 65
Canton, OH
Williamson Wealth Management
Margaret Frease is a financial advisor with Williamson Wealth Management in Canton, OH, holding a Series 65 designation and 15 years of industry experience. She has worked at Blackstone Wealth Management Inc. since 2018 and previously at Legacy Investment Group, LLC from 2012 to 2018. She has also been self-employed since 1998. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, managing approximately $46 million across 182 accounts with a three-advisor team. The firm uses an active, sector-driven investment approach combining fundamental and technical analysis, offering discretionary and non-discretionary portfolio management, retirement-plan advisory, and investment planning services.
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