For over a decade, I've had the privilege of helping clients like you navigate significant life events and achieve important milestones. Whether it's supporting clients while they help their children purchase their first homes, launch and sell businesses, or make pivotal decisions about retirement, each journey has been unique and rewarding.

 

These aren't just transactions on a statement; they're the realization of dreams, the fruits of hard work, patience, and trust. In the world of wealth management, this trust demands more than maintaining the status quo—it requires a relentless pursuit of excellent results. I've never taken this responsibility lightly, which is why I'm now taking this significant step in order to serve you better.

 

I'm thrilled to introduce you to Williams & Associates, Wealth Stewardship. This isn't just a name – it's a promise to stay true to our core principles, to focus on your needs, and to never lose sight of why we're here: to steward your wealth with the utmost care and integrity. Here's what that promise means in practice:

 

• Investments with Integrity: We're not here to push products or chase trends. Your investment strategy will be built on our principles in pursuit of excellent results. We'll construct your portfolio with the same care and attention we'd give to our own family's wealth.
• Your Wealth, Your Life: True wealth management encompasses all facets of your life. By understanding your unique aspirations—from family care to business growth to personal ambitions, we're here to align your finances with your goals. Leveraging both your existing advisors and our specialist network, we ensure no aspect of your wealth is overlooked.
• Clear, Unbiased Communication: We believe in eliminating the jargon and giving you information you can actually use. Whether we're discussing market trends or planning your legacy, our goal is to provide insights that are clear, relevant, and actionable for you.
• A Culture of Ownership: At Williams & Associates, Wealth Stewardship, every team member will be invested in your success. We foster a culture where everyone takes personal responsibility for our role in your wealth journey. From timely follow-ups to proactive check-ins, to highly detailed engagements, we're committed to continuous learning and improvement to serve you better.

It's a commitment to excellence, transparency, and holding your interests first – always.

 

Our approach is rooted in the wisdom of investing sages who have shaped the industry:

• Benjamin Graham taught us to choose investments based on merit, avoid overpaying, and maintain a margin of safety.
• Philip Fisher championed thorough research and patience in long-term growth investing.
• John Bogle revolutionized investing by reducing costs and aligning products with investor interests.

 

Bogle's book "Enough" particularly resonates with me, articulating four principles that guide us:

• Embracing simplicity over complexity
• Favoring investment over speculation
• Prioritizing value over fees
• Practicing stewardship rather than salesmanship

 

To deliver on this promise from day one, we've partnered with Richardson Wealth, a firm with a proud century-long history of providing exceptional wealth advice to families. This partnership elevates our capabilities in several key ways:

• Access to a broader range of investment selections, both basic and highly sophisticated, allowing us to tailor your portfolio to your unique needs.
• We're able to improve the quantity and quality of the services we offer while optimizing costs, providing you with better overall value.
• Richardson Wealth's infrastructure is purpose-built for comprehensive wealth management instead of several loosely-related business lines, therefore allowing us to serve you more effectively.

I hope you'll consider joining us on this new journey. 

 

Matthew Williams, CFA
Portfolio Manager, Investment Advisor
Williams & Associates, Wealth Stewardship at Richardson Wealth