Our Story

Wealth Beyond the Numbers

At Wealth Connections, we are more than "numbers people." We treat you with compassion because we care about your life, your hopes and dreams, and what keeps you up at night.


We take the time to understand the emotions involved in your goals to help guide your financial decision-making. As your trusted advisor, we proactively plan to safeguard your long-term financial security and independence, guiding your decisions today toward a better future.

 

At Wealth Connections, we work directly with, and more importantly for you — so you can be confident that your needs are our number one priority.


We are passionate about our relationships. To us you are never a number. We believe it is this personal understanding that can lead to greater outcomes.


When you work with our team, you can be confident that our guidance is customized to your needs. And because Jennifer Williams, AIF®, is a fiduciary asset manager, the decisions and recommendations she makes while managing your assets will be prudent and in your best interest.

 

 

Independence and Objectivity

As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective recommendations.

Let’s Make a Connection

Wealth Connections is ready to help you connect the dots so you can live your life by design.


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