Williams Jones offers fully integrated, comprehensive financial planning services designed to meet the specific needs of each individual and family. Our team of financial planners hold CFP® certificates, the leading designation in the field. We combine our expertise and personalized services to deliver strategic and uncompromised recommendations that are in the best interest of our clients. Our objective is to provide focus and clarity where our clients see complexity and ultimately help them achieve their financial and life goals. The planning process is collaborative and commonly consists of a planning team, which typically includes an Attorney, Accountant, Insurance Agent, Investment Advisor and Financial Planner. Williams Jones will help to integrate the work of the planning team in developing the financial plan. Each client is unique and our comprehensive approach places our clients at the forefront of the planning process in order to develop and implement the best solutions for their needs.
Our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and Portfolio Managers specialize in the following areas:
- Investment Management
- Cash Flow Planning
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Charitable Giving & Philanthropic Planning
- Education Planning
- Insurance & Risk Management Review
- Employee & Company Benefits Review
Our seasoned financial planners work with our clients to understand their unique needs and help them determine their time horizon, liquidity needs, constraints and risk tolerance in order to define and prioritize their goals. Based on those goals and objectives, we will develop a comprehensive financial plan to meet their unique needs and work with them and their team of professionals to implement it. We continually monitor progress towards your goals and conduct an ongoing review of the plan, ensuring that the strategy implemented remains appropriate and optimal to achieving those goals.