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JTM Williams Capital Wealth Management · Alexandria, VA · Bridgeport, WV

Your wealth, simplified.
Your future, secured.

Working with a financial advisor shouldn’t feel complicated or overwhelming. It should feel clear, personal, and built around your life.

At JTM Williams Capital Management, we are committed to putting your best interests first and helping you make confident decisions at every stage. Whether you need personalized planning, investment management, or a tax-aware strategy, our focus is on helping everything work together in a way that supports your goals.

A Different Kind of Practice.
20+ years building trusted relationships and helping clients navigate the financial world.
Matt Williams, CFP
®

— Who We Work With —

You've worked hard.

Your financial plan should work just as hard.

If you see yourself here, you're in the right place.

You've Built a Great Career

Are you a busy professional, such as an attorney, lobbyist, executive, or federal
employee? High income, a complex tax situation, and not enough time to stay on top of it all. We’ll help you build a plan that fits the career you’ve worked hard for.

Retirement is Getting Real

For those approaching retirement or already there, it’s about turning savings into
income, deciding when to take Social Security, managing RMDs, and thinking through what you want to leave behind. The goal is simple: more clarity and less stress for you and your family.

You’ve Built a Business

Business owners and partners across the DC metro and West Virginia area — from
professional services to family-run companies. Whether you’re focused on growth, succession, or a future exit, we help connect the financial and tax pieces so your plan supports what you’ve built.

Something in Life Has Shifted

An inheritance, divorce, loss of a spouse, or sudden windfall can change everything. We
provide steady, judgment-free guidance and move at your pace as you figure out your
next steps.

A Different Kind of Practice
 

Most people don’t need more financial products, they need someone who truly knows them, understands their goals, and can bring their entire financial picture together in one place.
Working with us

"Matt's willingness to go above and beyond is truly commendable; he not only provides expert financial guidance but also takes the time to educate us on various options, empowering us to make informed decisions. Additionally, his prompt responsiveness and proactive communication have greatly alleviated any concerns we may have had, making the entire process smoother and less stressful. Matt's dedication and professionalism have made him an invaluable asset, and we couldn't be more grateful for his outstanding service." - Client since 2018

About Us

A financial advisor motivated by YOUR success.

As financial advisors in Alexandria, VA and Bridgeport, WV, we recognize that building wealth for the long term and maintaining financial success requires the right team and resources. 

Matt Williams is a renowned financial advisor for his open communication, personalized planning, exceptional service, tailored wealth strategies, and solid relationship building. 

When you work with us, you will have the peace of mind of knowing your financial health is in good hands. We leave no detail unturned. You can continue to focus on the most important details of your life - like business and family - knowing our team leaves no detail of your wealth picture overlooked.

Matt Williams
Financial Advisor in Bridgeport, West Virginia
Financial Advisor in Alexandria, Virginia

Proudly Serving Clients Nationwide, we have offices in Virginia & West Virginia.

Alexandria Location

500 N Washington Street, Ste 201,

Alexandria, VA 22314

Tel: 703.782.3110

Email: Matt@JTMWilliams.com

Bridgeport Location

1160 Johnson Avenue, Ste 102

Bridgeport, WV, 26330

Tel: 304.842.0217

Email: Matt@JTMWilliams.com

Start Your Financial Management Journey Here:

We will be in touch with you shortly!

© 2026 JTM Williams Capital Management

Services are provided under the name JTM Williams Capital Management, a dba OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with JTM Williams Capital Management, represent the individual's role with JTM Williams, and not their role with OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

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