WILLIAMS 
                                                                                        WEALTH MANAGEMENT

At Williams Wealth Management the six step financial planning process is key to a foundation for success.  The first steps are establishing and defining the client-planner relationship, gathering client data including goals, then analyzing and evaluating our client's financial status.  Next we will develop and present financial planning recommendation and/or alternatives, implement the agreed upon recommendations, and then continually monitor the results.  We use detailed, quarterly performance reports to monitor the success of the plan and make any necessary changes.  Personalized service to all our clients is our priority.

We use Charles Schwab Institutional as our primary custodian of client assets.  We've chosen a custodian with experience catering to the unique needs of independent advisors and their clients.  They focus on services specifically designed to support financial planning and portfolio management.  We are confident that Schwab is committed to meeting our industry's rigorous regulations and upholding their own stringent business standards to position themselves for long-term health and stability.

Justin Williams, CFP(tm)


After more than a decade in the financial services industry Justin founded Williams Wealth Mangament.  He began his career by recieving his Finance degree from the University of Portland. Gaining years of insight working for companies such as American Express, US Bank, and Morgan Stanley he became an independent financial advisor in 2002.  He then earned his Certified Financial Planner (CFP) designation.