Devoted To Continuing Your Legacy
Let us help optimize your wealth so you can focus on what matters most to you.
Our unique and client-focused perspective delivers tailored and innovative solutions that are implemented with integrity and professionalism
Why Williamson Legacy Group
The need for families to choose between quality advice and quality care has become all too common in the wealth management marketplace. An institutional money manager knows what to do with your money but does not take a personal interest in you and your family. While your advisor cares deeply about you and your circumstances, they may not truly know how to manage the wealth your family has amassed.
A Disciplined Approach
We use a proprietary process for security selection and risk management & monitor over 3,000 stocks in 197 Industry Groups within the 11 market sectors. We use our selection process to identify companies we consider attractive for investment in the current market environment. We typically invest in individual stocks but may use ETFs or mutual funds if suitable. Our selection process utilizes data from respected independent third-party sources including MarketSmith & Morningstar. We modulate risk by assuring that no individual stock position or industry group comprises a significant proportion of one’s total portfolio.
Client Focused
Our clients want a partner who values them, understands the importance of what they have built and demand a person who cares about them and their needs. Our advisors specialize in overseeing your financial affairs and coordinating the day to day execution of your long term financial plans. Along with providing traditional investments, we constantly pursue new opportunities beyond the threshold of conventional investing.