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A Wealth Advisor in Bridgeport, WV
JTM Williams is a wealth advisor in Bridgeport, West Virginia. Matt has nearly 20 years of experience working in finance management. He has helped a number of people and families manage and leverage their financial wellness.
Taking a holistic approach to wealth management, JTM performs a deep dive into each part of your current finances. 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 financial resources that are needed, from helping younger generations set the groundwork for future financial success to managing retirement income and succession planning.
As a wealth advisor, no two clients are the same.
Our wealth advisors base their methods around 5 clear principles:
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Execution - We do the work so that you can focus on what you enjoy most!
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Expertise- Our years of experience help us guide your financial picture with ease and in tandem with you, the client.
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Integrity- We hold ourselves accountable to the highest fiduciary standards to make sure that every decision we make is guided by having your best interest at the forefront of our minds.
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Personalized Service - 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. No two clients are the same at JTM.
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Transparency- JTM ensures you are in-the-know about everything going on in your financial landscape, leaving no stone unturned.
We are known for the expertise and knowledge we bring to the table. We seek to streamline your wealth 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:
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-You recognize the value an experienced wealth advisor provides; particularly peace of mind, asset management simplification, and long-term fiscal stability.
-You are ready to entrust your wealth 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.
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We meet you where you are on your financial journey. Together, we navigate the path forward, implementing your personalized wealth 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!