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Williams Wealth Management LLC
James G. Williams 
Financial Advisor

930 Red Rose CT, STE 200A
Lancaster, PA 17601
Phone:
  • 717-295-1200
  • 800-735-1220
Fax:
  • 717-295-7169

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Focused on Building Holistic Plans with Unique and Actionable Solutions

It can be hard to find the right financial advisor to work with. As a financial advisor, for more than sixteen years, I have worked primarily for a diverse group of clients, who have unique concerns and seek clarity and confidence in the decisions they make for their lives and how best to position their resources, for a future of financial independence.

We do this through our Holistic Client Process, wherein we first learn from you what your experience with money has been and what is important about it now and what you want to accomplish, with your financial resources, in the future.  As advisors, we want to understand what you want to gain as a result of the financial planning process.  While your wants and desires will be different, we have found that many our clients, are working towards a time when they transition to other types of life work or expaeriences that enhance their lifestyles while still being able to sleep well at night.  From beginning to end, this discovery phase of planning is likened to turning over the pieces of a puzzle to identify which ones will go together to complete the picture

We've developed and refined the Holistic Planning Process to put all of the pieces of your financial life puzzle together.

Clear and timely communications, from this point forward, are a keystone to our process. If any problems arise, they are resolved quickly and always to the client's expectations. As one of your trusted advisors, you can expect to receive a high-level of personal service that is geared toward understanding your want and need your wealth to do for you today and as changes occur, throughout your life; as your desires change, so will your plan.

There are some matters that are best left to outside experts, such as with legal and tax matters,  In those cases, and when asked, we will find  professionals who follow the same client-centered principles as our practice and make a referral recommendation for you.

For more information, please contact us today and ask about scheduling a no obligation consultation with one of our advisors.
 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck