Williamson Wealth Management

The firm serves individual clients (including high-net-worth households), corporations and charitable organizations, managing roughly $46 million across about 182 accounts with a three-advisor team. Its services include discretionary and non‑discretionary portfolio management (stocks, bonds, mutual funds, ETFs and options), retirement-plan advisory and consulting, and basic investment planning for smaller accounts.

The firm employs an active, sector-driven approach that combines fundamental and technical analysis and conducts daily portfolio reviews; it routinely uses options for hedging, income generation and tactical entry/exit. For qualified retirement plans it provides ERISA-focused services — including investment policy development, fiduciary monitoring, participant education and model portfolios — and can act in a discretionary 3(38)-style capacity or provide non-discretionary participant advice.

Noteworthy differences from many peers include an affiliation with an insurance agency (R&S Insurance Agency) and insurance-licensed representatives who may receive commission compensation for insurance sales, a disclosed potential conflict of interest. The firm also emphasizes client communications and education beyond standard custodial statements — committing to annual summaries of material changes, offering training and participant seminars for plan committees, and utilizing custodian-provided compliance publications — practices that are less common among similar advisers.