Dean Williamson CFP

Williamson Wealth Group's philosophy is to always put clients first, above all else. By doing this, we take time to understand each client’s needs, goals and attitudes toward investing. We work hard to earn your trust and confidence, and, more important to keep it. Our advisors monitor client portfolios regularly and suggest suitable adjustments based on the client’s objectives and overall market environment. With the vast resources of Raymond James, we are able to meet a range of financial needs. We use a wide range of private money managers for substantial accounts, and we build well-balanced stock, bond and mutual fund portfolios through asset allocation. In addition, we specialize in retirement planning, offering traditional IRAs, Roth IRAs, 403(b)s, SEPs, SIMPLE IRAs and 401(k)s. We also offer life insurance, disability insurance, long-term care insurance, variable and fixed annuities, and college planning (529). Diversification and asset allocation does not assure a profit or protect against a loss. Our committed and experienced staff handles the execution and processing of transactions promptly. We seek to provide exemplary service and responsiveness to our clients' requests. We are all committed to the communities in which we live and work. This commitment is demonstrated by our time and talents given in support of the Lake Norman Chamber of Commerce since 1996, the March of Dimes, American Mensa, the Mallard Creek Optimist Club, the Albemarle Optimist Club, the Cougar Club Organization for Cannon School, the Family Crisis Council of Salisbury, and others. For important disclosure information, please see "Social Media Disclosure" link in the "contact info" section.