Over 30 years ago, I began my career in financial services working for a large institution. I routinely saw families financial lives crumble as they encountered unexpected circumstances that their financial plan failed to account for. Lacking in-house accountants or estate planners, I saw advisors focusing on selling investments while paying little attention to a client’s tax situation, estate plan, or creating adequate protection necessary to safeguard against unexpected misfortune.
This led me to start my own business with the belief that these cornerstones, among others, are equally as important as an efficient portfolio or money management. Through our Personalized CFO Services, we offer in-house tax planning and preparation, retirement planning, investment management, estate planning, risk management strategies, and more to help you and your family achieve financial security and be prepared for life's unknowns. We create a plan for you so you can focus on enjoying your life without the worry.
Our singular focus is you. We pro-actively navigate complicated financial issues to keep the focus on what is important to you. Along the journey we continually adjust for shifting financial conditions to keep you on course to achieving your financial goals.
We are committed to providing our clients with the highest level of personal service and financial guidance. Prestige Wealth Management Group stands ready to help you realize your dreams!
Roy Williams, ChFC®
President & Founder