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.
Learn More
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.
Learn More
Investment Services
Because with proper planning, financial security is a dream that can come true.
Learn MoreHelpful Content
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
View all articles 
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
View all calculators
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Rightsizing for Retirement
What does your home really cost?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Surprises
Making the most of surprises is a great reason to work with us.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?