WEALTH MANAGEMENT for HIGH NET-WORTH INVESTORS

Customized Investment Solutions for High Net-Worth Individuals.

Sound Planning for CEO's and Directors, Entrepreneurs, Professionals, Families and their Corporate Entities and Trusts.

  • Reduce Tax Exposure

  • Create Additional Income Sources

  • Protect and Grow Your Wealth

  • Wealth Security

  • Trusted and Prudent

  • Unique Experience

About Me.

John Williams

Snr Vice President
Wealth Management

  • 13 years financial planning and investment experience

  • Select client base

  • Financial planning

  • Estate planning

  • Equities and fixed income securities

  • Managed money

  • Structured notes and more

John began his career in financial services in 2007 and previously spent seven years with Morgan Stanley. Today, John provides financial and estate planning through the use of equities, fixed income securities, managed money, structured notes and more through Raymond James.

John endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your portfolio.

Investment Strategies

Many of our strategies for the preservation of our client's wealth and managing risk involve diversification across asset classes, currencies and countries.

Asset classes include:

  • Cash

  • Fixed income securities

  • Property

  • Equities

  • Manages funds

  • Alternate assets

International investment:

  • All major stock exchanges covered

  • Unlisted asset access in well regulated jurisdictions

Currencies:

  • Multiple currency purchases across the asset spectrum

  • Assets held in USA or overseas

Is John Williams Wealth Management Right For Me?

BUILDING SUSTAINABLE WEALTH.

Over the past 13 years I've helped CEO's, Directors, Entrepreneurs and Families preserve and build their wealth. I create long term, meaningful relationships with my clients. I use comprehensive resources and take into account each clients experience, return expectations and risk tolerance. My most successful client relationships share some of the following traits.

High net-worth individuals with a portfolio of $1M and above.

Focused on protecting and growing their wealth.

Looking to maintain their standard of living into retirement.

Statistics for High Net-Worth Investors

When your circumstances change or you aren't getting the personalized care and advise that you need, then it's time to make a change.

80%

Want to leave a legacy but only one in five have a plan to do so

66%

Want increased personalization in their wealth management relationship

28%

Switch advisors because of an inability to support changed financial circumstances

62%

Are going into alternative and non-traditional assets. including cryptocurrencies and ESG

What ever your priorities are, I'm here to offer the personalized guidance and financial rigour to make it happen.

4.8

5, 432 Customer Reviews

A+

987 Positive Reviews

George Owens

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Max Tanner

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Kim Wexler

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Billy Jackson

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Are your finances recession ready?

2024 is looking more than uncertain.

I'm offering no charge consultations to review the potential impact of a recession on your personal finances.

I'll address any concerns you have of a potential recession and it's likely affect on your current portfolio.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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