PUT EXPERIENCE
ON YOUR SIDE
For half a century, Linscomb & Williams has helped people like you preserve and grow your wealth so that you can live life on your terms and define your own unique future.
As a fee-only, fiduciary firm, we don’t have the conflicts of interest so common to Wall Street which allows us to give you the unbiased advice you deserve.
-
50 years’ experience
-
Serving over 2,000 families
-
$4 billion in assets managed
-
There’s nothing more precious than your future
WHAT IS IT LIKE TO WORK WITH LINSCOMB & WILLIAMS?
Recorded: September 18, 2020
The LINSCOMB & WILLIAMS DIFFERENCE
"You deserve real advice, not the conflicted advice and fee-laden product recommendations so common at Wall Street firms. We built Linscomb & Williams to serve you, so we don’t accept commissions or sell products. Providing you with this kind of advice has been our hallmark for nearly half a century." J. Harold Williams, CPA/PFS, CFP®
A Single Solution
Most advisory firms only provide financial planning and investment advice, but smart income tax and estate strategies can help you build wealth faster. With Linscomb & Williams, your team includes professionals with tax and accounting backgrounds, so you can capitalize on this expertise.
A Cut Above
You need experienced professionals on your team to maximize your chance of success. Our senior advisors have on average 22 years of experience and have earned advanced certifications and credentials in accounting, tax, law, and investment management.
Cost-Effective
Fees matter, so we provide you with full-service help and unlimited support for one transparent, simple fee. Additionally, our scale as an investment manager can help us to lower your investment expenses, improving your results with no additional risk.
On Your Side
Wall Street is notorious for recommending investments to clients while investing their own personal money elsewhere. Our investment management is done in-house by a multi-disciplined investment committee. Then, we require our voting committee members to invest their own personal investments funds the same way….alongside our clients.
Trusted Advisors
As a fee-only, fiduciary advisor, we uphold the highest ethical standard in the industry. We don’t sell any products. Free of the conflicts of interest so common on Wall Street, we simply provide you with unbiased, objective advice.
Time-Tested
It’s easy for advisors to look good when the market keeps going up. What matters is consistency during uncertain times and unusual markets. Linscomb & Williams has been preserving family wealth for nearly half a century. We stay current with innovations, but we diligently adhere to what works in the long term.
Company Insights
Are we the right fit?
If you’re looking to partner with a wealth management team, we offer a no-obligation consultation so you can decide if we’re the right fit.
Schedule a Conversation
Principal Office:
-
1333 West Loop South
Suite 1500
Houston, TX 77027 -
713.840.1000
Copyright 2022. All rights reserved Linscomb & Williams.