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A Financial Advisor in Bridgeport, West Virginia

JTM Williams Capital Management, Founded by Matt Williams, CFP®, CRPC®, APMA®, is a holistic financial advisor in Bridgeport, West Virginia. Matt has almost two decades of experience working in finance. He has helped many individuals and families manage and leverage their financial well being. 

 

Taking an eagle-eye approach to financial planning, we perform a deep dive into every aspect of your current financial situation. We also discuss current or potential life events (ie: marital status, birth of a child, job change or retirement, inheritance, sale of a business) which may impact both your short and long term goals.

 

We provide all of the financial resources needed, from helping new families set the groundwork for financial success to managing retirement income and succession planning.

How JTM Williams Helped a Client in Bridgeport, West Virginia.

"Matt Williams has been an exceptional advocate for both my wife and me, consistently exceeding our expectations with his diligent and thorough approach. His attention to detail is remarkable, ensuring that every aspect of our needs is addressed promptly and effectively. 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.

 

From meticulously researching the best solutions to personally following up on each step of the process, Matt consistently demonstrates his commitment to our future. He not only meets but exceeds our expectations by anticipating potential challenges and proactively addressing them before they arise. One standout quality is his unwavering availability; Matt readily makes himself accessible to address any questions or concerns, regardless of the time or day. Furthermore, his genuine empathy and personalized approach make us feel valued and supported throughout our interactions. Matt's exceptional work ethic and genuine care for his clients truly set him apart, making him an indispensable ally in navigating complex matters." - Client since 2018.

As a financial advisor, we work with your unique situation.

Our practice is based on 5 fundamental principles: 

 

  1. Execution - We do the work so that you can focus on yours and spend time doing the things you enjoy most.

  2. Expertise- Our years of experience help us guide your financial picture with ease.

  3. Integrity- We hold ourselves to the highest fiduciary standards ensuring that every decision we make is guided by your best interests.

  4. Personalized Service - No two clients are alike. We offer a complimentary, no obligation planning session in order to get to know you and design a financial plan based on your unique situation. 

  5. Transparency- JTM ensures you are privy to everything going on in your financial landscape, striving to leave no stone unturned. 

 

We are known for the expertise and knowledge we bring to the table. We seek to streamline your financial world through our professional management. We build long term relationships that go beyond numbers, ensuring our advice is always tailored to what matters most to you.
 

We will be the right fit for you if:

-You recognize the value an experienced financial advisor provides; particularly peace of mind, asset management simplification, and long-term fiscal stability.

-You are ready to entrust your finances with someone who prioritizes your unique needs & goals and is wholeheartedly invested in your success.

-You wish to maximize your liquid assets and your retirement accounts to live your best life while building security for your family.

We meet you where you are on your financial journey. Together, we navigate the path forward, implementing your personalized financial strategy so you can spend time doing what you love most.

Our office is located in Bridgeport, West Virginia, and we welcome you to stop by to meet us in the office (by appointment only), give us a call, or send an email.

 

We look forward to meeting you!

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