About
Jennifer Williams is a CFP and Juris Doctorate who bridges the gap between financial planning and estate law. She has helped over 400 Boston-area families create comprehensive estate plans and wealth transfer strategies.
Investment Philosophy
Estate planning is an act of love. A well-crafted plan ensures your legacy reflects your values and protects the people you care about most.
The greatest gift you can leave your family is clarity.
Firm Information
FirmWilliams Estate & Financial Planning
PositionFounder
Agency TypeRIA
Firm CRD#567890
About FirmA specialized practice at the intersection of financial planning and estate law, offering integrated solutions for high-net-worth families.
Professional Details
Advisor CRD#678901
Fiduciary Yes — acts in your best interest
CompensationFee-Only
Designations
Licenses
Investment Information
Assets Under Management$95M