Antoine Williams & Associates Financial Services

At Antoine Williams & Associates Wealth Management, LLC, we are more than just financial professionals - we are dedicated to building long-lasting relationships with our clients and helping them achieve their financial goals. We believe that everyone deserves a comprehensive approach to financial planning, whether you're just starting out on your financial journey or nearing retirement.

Our Founding Principles

Our company was founded on the principles of integrity, trust, and expertise. We are committed to providing top-notch service to our clients, always putting their best interests first. We understand that every individual has unique financial circumstances, goals, and aspirations, which is why we tailor our approach to meet each client's distinct needs.

Our Services

We offer a wide range of services designed to help you achieve your financial aspirations. Our services include:

Financial Planning: We will work with you to create a personalized financial plan tailored to your unique goals, risk tolerance, and financial situation.

Divorce Financial Planning: If you're going through a divorce, it's essential to carefully manage your finances to ensure your financial security. We can help you navigate this complex process and ensure you come out ahead.

Vermont Education Professionals: As education professionals, you have unique financial challenges and opportunities. We can help you optimize your financial situation, plan for retirement, and achieve your long-term goals.

Vermont Healthcare Workers: We understand the demands of healthcare work and the importance of securing your financial future. We'll help you navigate the complexities of your employer-sponsored plans and personal finances.

401(k) Rollover: If you're changing jobs or retiring, you may be eligible for a 401(k) rollover. We can help you make an informed decision and ensure your retirement savings grow as planned.

Second Opinion Service: Are you unsure about your current financial situation or want a fresh perspective? Our expert opinions are always available to help you make informed decisions.

Retirement Planning: We'll work with you to create a comprehensive retirement plan, ensuring you have the financial security and peace of mind you deserve.

Estate Planning: Proper estate planning is crucial for protecting your assets and loved ones. We can help you create a customized estate plan that reflects your wishes and goals.

Insurance and Tax Services: We offer a range of insurance and tax services designed to help you navigate complex financial situations and minimize your tax liability.

What Drives Us

At Antoine Williams & Associates Wealth Management, LLC, we're passionate about empowering individuals to take control of their financial futures. Our team of experienced professionals is dedicated to building long-lasting relationships with our clients and providing expert guidance every step of the way.

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