A complete list of active advisors currently associated with Williamson Wealth Management

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

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.

To learn more about the advisors currently working at Williamson Wealth Management, 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.