The Williams Team
About Us
Stewardship means so much more to us than simply taking good care of your wealth. As stewards, we combine a dynamic blend of experience, integrity, and client-first values to ensure every decision serves your true purpose and supports your highest calling. We accomplish this by connecting on a deep, meaningful level so we can help you make the wisest possible investments with your money and time.
What You Can Expect When Working with Us
We partner with you to prioritize your goals as if they were our own:
Personalized Attention: Every client relationship begins with listening. We take the time to understand your unique circumstances, values, and aspirations.
Transparent Communication: You’ll always know where things stand. We believe in clear, honest dialogue and proactive updates.
Collaborative Planning: Our team works together—and with you—to build strategies that evolve with your life and market conditions.
Fiduciary Commitment: As fiduciaries, your best interests are our legal and ethical priority. We don’t just advise—we advocate.
Long-Term Partnership: We’re here for the long haul, helping you navigate transitions, celebrate milestones, and stay on track toward your financial future.
Team Members
Traci Bryson
Operations Manager
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
What does it take to scale a wealth management firm without sacrificing independence or culture? For CEO and Chairman of Moneta, Eric Kittner, the answer isn’t found in…
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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Financial Advisor Success podcast, part of the widely…
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Monthly Recap – October 2025
October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACWI up 2.2% as developed and…