About Traditions Wealth & Legacy Planning

“One day I asked myself, why can’t the average person achieve the same type of legacy as these historical institutions?”

I started Traditions Wealth & Legacy Planning because I believe families and individuals should be able to create a legacy that rivals a historical company or institution. My philosophy is to invest into every person’s greatest asset, which is themselves and the individuals they care most about. It is my firm belief that every person has the potential to create the type of wealth that can impact more than one lifetime. I look forward to working with you and your family in an effort to make this belief a reality.

— Lemar Willliams, CFP®, CPWA®, CTFA, CLU®

PRICING LEVELS

Our clients share a common purpose; they are committed to the building, sculpting, and sustainment of their legacy, so their life’s work will have a positive impact over multiple generations. Most people think one day to the next, or one year to the next. Our clients think one generation to the next generation.

Standard (no account minimum required)

Clients will have a list of services they can choose from. Each service will have a monthly cost based on the scope of the work.

Premium (250K account minimum)

The Investment management fee will cover all services except for the Legacy Planning Service and Financial Education Training for the entire family service.

Legacy (1M account minimum)

The investment management fee will cover all the services we offer at no additional cost. This will be the all-inclusive package.

MEET LEMAR WILLIAMS

Founder & President

“It is my firm belief that every person has the potential to create the type of wealth that can impact more than one lifetime. I look forward to working with you and your family in an effort to make this belief a reality.”