Understanding Today's Financial Environment
Welcome, I’m William Connington III, a Financial Wealth Advisor with offices in Fairfield, NJ and Sarasota FL, I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.
I have over 30+ years of experience as a Wealth Advisor in the area of financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life.
Putting Clients First
A belief in the inherent responsibility of putting clients first is at the heart of how I do business. I am dedicated to preserving and enhancing your wealth while adhering to your financial goals, your comfort level with investment risk and your time frame.
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Client Value Proposition
I help clients manage and generate wealth, worry less about money, live their lives to its fullest and plan for life transitions, all while maintaining their risk and return needs. To better allow my clients to enjoy life without financial worries.
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Investment Services
Because with proper planning, financial security is a dream that can come true.
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Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?