Our Resources

The Nautilus Group®

Matt Williams is a member agent of the Nautilus Group®, a service of New York Life Insurance Company. Through his membership, Williams Wealth Strategies collaborates with an in-house team of specialists in the areas of tax, law, life insurance, accounting, and charitable giving. Our planning process allows us to crystallize your goals and objectives; for family, business, and community legacy. We then work with a team of over 30 support staff based in Dallas, Texas, as well as your own advisors, to design a customized plan to meet your objectives.

The Nautilus Group as well as its employees and Member Agents do not provide tax, legal or accounting advice.

Learn More About The Nautilus Group®

Eagle Strategies LLC

Eagle Strategies provides us with professional oversight of fee-based financial planning and investment advisory practices and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life. Matt is an Investment Advisor Representatives (IAR) of Eagle Strategies LLC.

Learn More About Eagle Strategies, LLC

New York Life Insurance Company

Williams Wealth Strategies is proud to work with New York Life, a Fortune 100 company. Founded in 1845, New York Life is the largest mutual life insurance company in the United States* and one of the largest life insurers in the world. New York Life has received the highest financial strength ratings currently awarded to any life insurer by: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service(Aaa), Standard & Poor’s (AA+).**

 

*Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/12/17. See Fortune 500 for methodology.
** Source: Third Party Ratings Reports as of 8/1/2017.

Ash Brokerage

Ash Brokerage is a privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.