Shaun Williams (CFA, CFP®)

Shaun Williams focuses in the
following client markets or areas of practice:

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Real Estate Investments

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

We have been working with corporate executives and their families for over 30 years. We specialize in managing the complexities of executive compensation including restricted stock units, performance stock units, and pay negotiations. Once you transition from your working career to retirement, we can help by building a sustainable plan for drawing down your assets in the most tax efficient manner.

Additional Information

When not pouring over financial models, you can find Shaun skiing, hiking, or mountain biking in the great outdoors of Colorado with his wife, two sons, and Golden Retriever. Shaun loves to explore and has traveled extensively to all seven continents, over 50 countries, and sailed across the Pacific and Indian oceans.