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Charitable giving

For many clients, being able to give back to their community and the charitable causes that matter most to them is an important and rewarding endeavor.

From simple donor advised funds to charitable trusts, let our team of professionals help you add structure, simplicity and tax-efficiency to your giving.

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Latest insights

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In the Press

Gary S. Williams Joins Board of Directors for the Trenton Simpson Foundation

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Articles

2024 Year-End Financial Planning Checklist

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Market Updates

Monthly Market Updates

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Helping the women of Howard County

During our volunteer day at the Food Bank of Howard County, we observed a shortage of hygiene and beauty products on the shelves.We taped our relationships at Coty and provided COVERGIRL products to help the women of Howard County who are unable to afford these products on their own. After months of careful planning with the team at Coty, the Food Bank of Howard County received over 20 boxes of beauty products to help hundreds of women.

 

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Our Impact

1,200+

COVERGIRL beauty products were donated by Coty

150

COVERGIRL gift bags

Meals on Wheels

Our team had the privilege to volunteer at Meals on Wheels of Central Maryland, Inc. Throughout our volunteer day, we prepared and packaged nutritious meals delivered to the elderly and disabled.

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Our Impact

425

frozen meal boxes assembled

300

meals packaged for delivery

200+

hamburgers prepped for the hotline

Back-to-School Drive: Making a Difference

Williams Asset Management is proud to have actively participated in a school supply drive benefiting our neighboring school districts in Baltimore County, Montgomery County, and Howard County Public Schools. Our dedicated team took great joy in contributing to the education of young students by shopping for essential supplies and backpacks, as well as supporting local charities in our community.

200

school supplies purchased

4

drop off points in the region

1000s

of school supplies were provided with support from other distributors

Creating care packages for the homeless

While at a Commonwealth Gives Back program at the National Conference in San Diego, our WAM team members, partnered with Think Dignity. Working alongside other conference attendees, we assembled care packages for the homeless.

 

Our Impact

1,000+

hygiene packs were assembled

100+

conference attendees participated

Supporting our Veterans

We had the privilege of participating in the 14th Annual Sgt. David J. Smith Memorial Fund Golf Tournament for the second year in a row.

This event is about more than just golf; it’s about giving back. The Sgt David Smith Veteran Relief Fund, in collaboration with the Community Foundation of Frederick County, benefits local veterans in need of emergency financial assistance. We’re incredibly thankful to have been a sponsor for the tournament this year.

220+

golfers

12

charities received donations

TBD

companies participated

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The benefits of Investor360°

• Quickly see YTD changes in your portfolio
• View a breakdown of balances in all your accounts
• Review all your specific investment holdings
• Access trade confirms, brokerage and consolidated statements with a single click
• Eliminate paper by electing electronic delivery
• Import investment data quickly and easily into your TurboTax or H&R Block software
• Store important financial and legal documents securely online

Start your career today

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Email us to apply

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Who We’ve Supported

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Define what is important to you

During this 1- to 2-hour meeting we’ll ask a lot of insightful questions to explore your financial situation, goals, unique circumstances, and pressing concerns. We’ll also discuss our investment philosophy, financial planning, and investment capabilities, along with our fiduciary duty and commitment to fee transparency.

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Create a plan that works

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We manage it so you don’t have to

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You enjoy your retirement

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Current openings

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John Doe

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best hands