Williams Asset Management
Overview
Williams Asset Management, established in 1994, is a privately owned wealth management firm located in Columbia, Maryland. The firm provides comprehensive financial planning and investment services to individuals, families, non-profits, and businesses throughout Maryland and beyond. Their offerings include retirement planning, tax planning, estate and trust planning, and health and insurance planning, among others. The firm's investment management services encompass stocks, bonds, and alternative investments. They utilize alternative investment strategies to enhance portfolio returns, manage downside risk, and improve diversification beyond traditional asset classes. Williams Asset Management adheres to a fiduciary standard, ensuring that their recommendations are in the best interest of their clients. Over the years, Williams Asset Management has received several accolades, including being named a 'Top Wealth Manager' by AdvisorOne and recognized in Forbes' Best-In-State Wealth Advisors list. These recognitions reflect the firm's commitment to providing exceptional service and financial guidance to its clients.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach Williams Asset Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Williams Asset Management
What sectors does Williams Asset Management invest in?
Williams Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Columbia, Maryland, United States. Williams Asset Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Williams Asset Management invest at?
Williams Asset Management backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Williams Asset Management invest in?
Williams Asset Management invests across United States.
Who are the partners at Williams Asset Management?
Team members listed for Williams Asset Management include Jordan Williams (Chief Executive Officer) and Marie Lee (Vice President of HR & Chief of Staff).
What companies has Williams Asset Management invested in?
Williams Asset Management's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Williams Asset Management?
Williams Asset Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
