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Partner with Us

Here For You for a Unique Partnership

Over the years, we have found that an effective method to help our clients as they maneuver through a complex financial world is to form a partnership.  We form the partnership to help our clients plan, accumulate, grow, and preserve their wealth to plan for a successful retirement, and pursue financial life goals and dreams. You only get one life to dream and plan and you only get one retirement. We want to become your partner to help make it a great one.

A Message from Kathy Williams, President and Family Wealth Advisor

Over the years I have witnessed how devastating life can be for families who were not empowered through financial education or prepared financially to handle the life events that affect you financially. Individuals have received inheritances and years later it is gone from reckless spending and taxes. Widows have come to us after the loss of their loved one. Some are trying to make their money keep the family afloat while others want to become savvier about their wealth. Individuals retire and one year later must go back to work because of inadequate planning. Other people are ashamed or feel guilty because they do not have enough money saved for retirement, but they don't know how or where to begin to start planning and never begin. My life’s mission is to help people become savvier with their money and Plan, Accumulate, Grow and Preserve wealth. 

We work with women going through the most difficult changes in their lives. We provide a judgement-free space, in which we prioritize compassion and kindness and are here as a support system, advocating and listening to our clients. Our goal is for our clients to feel confident and comfortable with money, by educating them and empowering them to live their life to the fullest.

We guide over 117 clients. We were formed with the purpose of doing things differently in the wealth management industry. This means providing clients with independent fiduciary advice, transparency, and individualized attention. We continuously work hard to maintain the boutique feel our clients love us for.  I love the focus of helping individuals and families pursue stable financial footing and help my clients grow their wealth. I am passionate and enthusiastic when helping my clients accomplish their goals and dreams.  It's not about making it complicated for my clients. I try to make it as simple as I can and educate along the way.  Talking about Investments, insurance and planning can become so serious, I try to lighten it up a bit with laughter and try to help my clients envision their future and get them excited! I could not be prouder of the work we do every day.


More About Us

Why We're Different

Why We're Different

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Our Process

Our Process

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