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.
THE DIFFERENCE AT TRADITIONS
We believe financial planning is like a tradition. Both should be created thoughtfully and be preserved for future generations. They should make us feel like we are part of something bigger than ourselves. At Traditions, we help our clients stay connected to their past, present, and future.
The Traditions View of Legacy
Legacy is what we choose to do with our time and money. Everyone has a legacy to preserve regardless of the size of an inheritance or bequest. A Legacy has the potential to live an infinite life with careful stewardship of the values, principles, and resources of loved ones.
The Traditions Perspective of Wealth
Tangible financial resources serve a person’s intangible forms of wealth. Our work gives our clients more time to share their wealth of knowledge, experience, and expertise. We manage financial resources so that our clients have the confidence to pursue their passions, impact the lives of others, and change the world around them.
The Traditions Way of Planning
A financial plan becomes more meaningful when it is created with current and future generations in mind. At Traditions, we plan early and plan often. Financial planning is a road map for pursuing success at any age. It is an on-going collaborative effort that is never finished.
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.”
* Lemar Williams was awarded the Top 50 under 50 Diverse Finanical Professional Award in 2022 by the Association of African American Financial Advisors.