The path to wealth begins with income, but making it last requires a solid cash preservation strategy. Our clients learn how credit management, budgeting, investment strategies, and banking work together to extend their wealth’s longevity.

Folk Williams treats each client as CEO, ensuring they maintain ownership of their affairs while receiving our expert guidance to make informed decisions. Much like a CFO, we advise on the impacts of decisions, helping our clients stay on course, plan for taxes, and preserve cash.

An essential aspect of every Folk Williams wealth management strategy is to help our clients teach those closest to them how to build self-sufficient, sustainable lifestyles. The goal is to foster independence and avoid dependency. It’s an approach designed to preserve your wealth—and important relationships.

Our clients share a desire to sustain their lifestyles for the long term. Folk Williams takes a strategic approach to cash preservation, advising our clients to minimize cash burn rates during peak earning years and acquiring assets that will support them and future generations of their family.

For a long-term financial strategy to be effective, it needs to reflect the client’s vision, purpose, and values. The Folk Williams Balanced Scorecard Approach makes it easy to measure real-world results in relation to personalized goals and staying on course by tracking success

Finding the right experts and specialists is an important part of a wealth management strategy, but while trust is important, it should never be blind. Folk Williams takes care to separate key financial functions, creating checks and balances that maximize accountability.