Wealth Management
Our Services
Wealth Management
At W&C wealth management we understand the financial complications of professional athletes. We experience both on and off the field, we are able to use our extensive knowledge and experience to help athletes achieve their goals off the field so they can focus on achieving their goals on the field. W&C works tirelessly to ensure each client can sleep at night knowing they are financially secure.
W&C Wealth Management believes it’s important for our clients to have access to the resources needed to create a flexible financial plan centered around their goals and objectives.
We offer you an extensive selection of:
- Mutual Funds
- Stocks & Bonds
- Annuities
- Other financial products & services
Our representatives will work with you to create a customized, long-term plan that helps protect your assets and works to increase your wealth, while minimizing taxes, and ultimately establishes a life-long income for you. We strive to help you achieve your short- and long-term goals with the flexibility to update our strategy should your financial needs change.
Once your comprehensive financial plan has been designed, our team reviews your investment plan on an ongoing basis to ensure it remains on track to achieve your goals. We are aware of the unique scenarios professional athletes deal with on a day to day basis. That’s why our financial professionals are available to you 24 hours a day to meet your needs.
Request A Quote
Richard Williams
President & Partner W&C Wealth Management
Josh Williams
Vice President & Partner W&C Wealth Management
Kyle Clement
Vice President & Partner W&C Wealth Management