Williams Wealth Management

We're independent financial advisors who serve both families and businesses. We're committed to helping clients get more life from their money!

Advisory services offered through Williams Wealth Management, a Member of Advisory Services Network, LLC

08/27/2024

We like old-fashioned communication. Yes, actually talking to people. And occasionally from a phone booth!

08/21/2024

There are many reasons women might consider engaging a financial advisor when thinking about divorce. Oftentimes, the current advisor has a relationship primarily with their spouse. While it is possible to maintain that relationship, it may come with potential conflicts. Seeking a new, objective third-party advisor—ideally one with experience in the divorce process and understanding of its complexities-could potentially offer valuable insights.

One important step could be gathering all financial information and discussing various settlement scenarios with an advisor. This approach may help in envisioning life after the divorce from a financial perspective. Some of the services that an advisor might provide include:

· Assisting in evaluating asset division
· Offering potential income projections
· Helping to assess the marital standard of living
· Exploring financial projections based on proposed settlements
· Assisting in organizing financial information in one place
· Coordinating with and supporting communication with attorneys

08/15/2024

Today we are doing some self-reflection. Spend a few minutes thinking on or writing about these prompts.

Has this journey helped you better understand your money story? Do you have clarity moving forward?

08/13/2024

Today we are reflecting on relationships and money. Spend a few minutes thinking on or writing about these prompts to better understand your money story.

Stay Grounded 08/08/2024

https://wwmgreenville.com/money-meaning/stay-grounded/

Stay Grounded Meditating with positive affirmations and breathing through certain poses to clear and balance the root chakra are not scientifically proven to create positive financial outcomes, but the combination of both of these behaviors and practices are likely to keep you feeling more positive and grounded d...

Correction - Williams Wealth Management 08/08/2024

https://wwmgreenville.com/market-insights/correction/

Correction - Williams Wealth Management I like the term “correction.” It implies that when markets sell off, they’re doing something right. I like this correction, because I think the markets were overpriced at 22x forward earnings. I like it when markets go down. How else will we be able to buy good investments at good prices?

Photos from Williams Wealth Management's post 08/01/2024

Change your perspective! Instead of always looking where everyone else is looking, try shifting your focus. If we always chase the bright and shiny attractions ahead, we might miss the beauty in the less obvious. Often, the most amazing sights and experiences come from the unexpected places. For me, it wasn’t the sunset itself but the view opposite of it that brought serenity.

Don’t always chase the diamonds. Sometimes, the true treasure lies in the quiet and dark places.

08/01/2024

The greatest investment

07/29/2024

Today we are reflecting on some emotional connections you may have regarding money. Spend a few minutes thinking on or writing about these prompts to better understand your money story.

07/26/2024

Today we are reflecting on your spending and saving habits. Spend a few minutes thinking on or writing about these prompts to better understand your money story.

Photos from Williams Wealth Management's post 07/25/2024

We give our interns prime office space. 😁😁
But, seriously, we’ve got the best.
Happy National Intern Day, Justin Chamberlain!

07/23/2024

The market is starting to broaden out beyond mega cap tech.
What might that mean for you as an investor?

07/22/2024

Today we are reflecting on your beliefs and attitudes regarding money. Spend a few minutes thinking on or writing about these prompts to better understand your money story.

07/18/2024

Reflecting on your money story can bring clarity, a renewed sense of purpose. Understanding your financial journey is important for making decisions and creating goals for the future.

We will be going through prompts you can use to reflect on different areas in your life, so you can piece together your money story. Today we are focusing on early experiences and family influences. Spend a few minutes thinking on or writing about these questions.

07/16/2024

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07/11/2024

In this book, Morgan Housel tells stories to help us rethink how we interact around finance. It is important to know our own money story as it heavily influences our behaviors around money.

Join us as we discuss this book and how to better understand your money story!

07/11/2024

Investing can be an emotional rollercoaster. Let’s help make it a more enjoyable ride so you’re better able to achieve your goals.
Watch this week’s segment of Mike on the Money on WYFF News 4.

07/09/2024

Embracing your story is the key to unlocking your true strength. By accepting who we are and where we've been, we pave the way for a brighter future. Every challenge becomes a stepping stone, and every obstacle a chance to grow. Here's to living authentically and overcoming anything life throws our way!

07/07/2024

How to position your money as markets run to record highs despite a cooling economy. We'll recap the first half of 2024 & help you strategize moving forward.
Catch this week's segment of Mike on the Money on WYFF News 4.

06/27/2024

Have loans with low interest rates? Not sure how to pay for your next major purchase?

We offer some ideas in this week’s segment of Mike on the Money on WYFF News 4.

06/26/2024

LIVE AT 4:30 – Got a low-interest rate mortgage or other loan?

We’ll discuss how to manage your debt in today’s higher interest rate environment.

Don’t miss today’s segment of Mike on the Money on WYFF News 4!

**Also streaming globally on wyff4.com

Episode 54: Financial Planning Through Major Life Transitions (with Brandon Cabaniss, CFP®) 06/20/2024

https://youtu.be/une8whG4_WI?si=144epuNQ91iwxW7y

Episode 54: Financial Planning Through Major Life Transitions (with Brandon Cabaniss, CFP®) In this episode, host Adam Coleman interviews Brandon Cabaniss, a Certified Financial Planner™ with ...

06/20/2024

The hidden concentration risk as markets hit all-time highs. How to better position your portfolio.
That’s the focus of this week’s segment of Mike on the Money on WYFF News 4.

06/20/2024

Want to master the money game? I’ll be speaking next week at a lunch event in Simpsonville. Register here: https://members.simpsonvillechamber.com/events/details/lunch-learn-series-06-25-2024-57685

06/18/2024

In essence, wealth is a holistic concept that encompasses physical, emotional, intellectual, and spiritual aspects. Wealth is an experience of having enough or an abundant life that can transcend the boundaries of financial assets and reflect the richness of a well-rounded and fulfilling existence.

06/14/2024

Why the market rally continued despite the Fed pushing out rate cuts.

Check out this week’s segment of Mike on the Money on WYFF News 4.

06/13/2024

Unlock the power of financial literacy! 💡

06/11/2024

This week, we're highlighting the value of patience and observation in finance. It's about nurturing your investments over time and staying
committed to your financial goals.

We watch over your financial picture with you so you can focus on the work of your life.

06/07/2024

While you reach for your financial milestones, let's not forget to embrace the moments in between. We are here to help ensure your goals support the life you love.

06/06/2024

Want to make big changes financially? We’ve got a process for that! '

Check out this week’s segment of Mike on the Money on WYFF News 4.

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We Do More Than Manage Money

We are an independent group based in Greenville, SC that enjoys delivering personalized advice to our clients. Since investing is more than simply managing money, we provide professional service in the following areas:


  • Investment Management

  • Retirement Planning

  • Education Planning
  • Videos (show all)

    What to expect in the markets during election season
    My plans for retirement have changed. Lol. Let us know how your plans have changed.
    How to test drive your retirement before you walk out the door
    How your retirement benefits may change if you un-retire
    The most important thing you should do if you want to unretire.
    Do the markets ALWAYS CHEER lower rates?
    When can homebuyers expect lower rates?
    Does the Fed have a new battle beyond inflation?
    Inflation cools--are we closer to rate cuts?
    Dow, S&P, Nasdaq—which benchmark should I use?
    Differences between the Dow, S&P, Nasdaq
    What are Dow, S&P, Nasdaq benchmarks you hear about every day?

    Address


    130 S. Main Street , Suite 600
    Greenville, SC
    29601

    Opening Hours

    Monday 8:30am - 5pm
    Tuesday 8:30am - 5pm
    Wednesday 8:30am - 5pm
    Thursday 8:30am - 5pm
    Friday 8:30am - 4pm

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