Wealth Management Since 1971

Our Promise to You

Trust and Transparency

When you’re investing for your future and that of your loved ones, there are few second chances.  Time is precious.  Big losses can take years to recover.GEORGE F. WILLIAMS, JD, CFP®

We know you need to rely on us.  That’s why we’ve built our entire business around trust and transparency.  It’s good for you and it’s good for us.

Here are our promises to you:

We measure our success by you reaching your goals. 

Achieving a certain number or percentage return is not what makes a great life.  We’re here to help you identify, work toward and achieve your real goals and dreams, whatever they are.  So all of our interactions with you are driven by what you really want, whether it’s as simple as not outliving your money or creating a legacy for your family or charity.  We’re here to help you and your family get where you want to go.

We’re always on your side.

Our interests are aligned with yours, all of the time.  We are a fee-only advisor, meaning we don’t accept commissions, so there’s no incentive to give you anything but our best advice.  We also act as a fiduciary, in every interaction with you.  So, we’re legally required to always put your interests first.

We utilize only time-tested, 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.  With Linscomb & Williams, you can be assured that you will get the benefit of our time-tested systems.  We will help you take advantage of opportunities to increase your returns through smart tax and estate planning strategies.  We won’t recommend you invest in unproven or risky strategies that don’t fit your risk profile.

We believe in maximum transparency. 

Our firm was formed to provide an alternative to conflict-ridden Wall Street firms, so transparency is our hallmark.  We will always keep you fully informed about everything related to our services and your money.  That includes our fees, which are simple and easy to understand.  

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We’ve built our entire business around trust and transparency.



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