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We are committed to your and your family. Wayne Williams & Gene DeYoung

For Wealth Management Accounts. We are Fiduciary Wealth Managers. This Means We Will. . .

  • Put your financial goals first
  • Favor your needs in any investment action
  • Fully disclose costs and our compensation as well as our fees
  • Manage your money in portfolios with thousands of fund choices
  • Personally respond to your questions

“The primary goal of our firm is to help you make wise decisions about your estate assets. Our most important function is to manage your investments for growth and for safety of principal.” 

 -Wayne L. Williams, Wealth Manager


All investing involves risk, including the possible loss of principal.  There is no assurance that any investment strategy will be successful.