Most small business owners want their business to be successful well into the future. However, not all small businesses use financial advising or retirement services. With all the time spent on other business operations, sometimes future finances can be neglected. A savvy business owner knows the importance of planning for the future and how delegation to the right financial advisor can save them time and money. The question is how do you know who is the right financial advisor for your small business. At Duncan Williams Asset Management we believe in good, sustainable relationships with all our customers. We work with nearly 50 local companies as their retirement plan advisor, and we value local businesses working with other local businesses. With local small companies working together we can become stronger than the sum of our parts and help boost the local economy together. With many CFP and CFA designation holders on staff, we bring the right financial expertise to your business. At Duncan Williams Asset Management we do business locally whenever we can and look forward to helping more local businesses in the future.
- Dr. Rodriguez, PH.D.
- Jeremy C. Park, CEO of cityCURRENT
- I visualized my grief if the stock market went way up and I wasn’t in it—or if it went way down and I was completely in it. My intention was to minimize my future regret, so I split my retirement plan contributions 50/50 between bonds and equities. —Harry Markowitz, father of Modern Portfolio Theory
- A wise man should have money in his head, but not in his heart. —Jonathan Swift
- Frank Gattuso , Chief Executive Officer of the Ave Maria Home