Trust and Transparency
At Linscomb & Williams, we are here for you. We’ve built our business around trust and transparency.
We consider your goals as our goals.
We’re here to help you identify, work toward and aim to achieve your goals and dreams, whatever they are. Our interactions with you are driven by your objectives. We’re here to help you and your family get where you want to go.
We’re on your side.
Our interests are aligned with yours. We act as a fiduciary when we provide you with investment advice. So we’re legally required to always put your interests first. We are a fee-only advisor, meaning we don’t charge or collect commissions on any of the services we provide. This structure aims to mitigate our conflicts of interest.
We utilize disciplined strategies.
We’ve learned over the years that there are really no shortcuts to building wealth. On the other hand, there are increased risks if discipline is not maintained. At Linscomb & Williams we strive to help you take advantage of opportunities to increase your returns through smart tax and estate planning strategies. Our goal is to recommend investment strategies that fit your risk profile.
We believe in transparency.
We strive to keep you fully informed about matters related to our services and events that affect your money. That includes our fees, which are designed to be simple and easy to understand.