Business Details
38 Years
experience
Your Trusted Partner for Comprehensive Wealth Management
Williams Jones has served as a trusted fiduciary in wealth management since 1988, specializing in customized investment strategies for affluent individuals and institutions. Our team of seasoned portfolio managers, averaging 35 years of experience, delivers tailored solutions across equity, fixed income, and alternative asset classes. We prioritize capital preservation through rigorous research and active asset allocation, avoiding one-size-fits-all models. As an SEC-registered investment advisory firm, we maintain independence from third-party product sales, ensuring alignment with client objectives. Our proprietary bond and equity management capabilities, combined with selective hedge fund partnerships, form the core of our value proposition. With $11.3 billion in assets under management as of 2025, we serve multi-generational families and nonprofit organizations through direct engagement with senior professionals.Our technology infrastructure provides sophisticated reporting tools while maintaining personalized service through dedicated client teams. The firm's acquisition by Focus Financial Partners in 2019 and subsequent ownership structure maintains our operational autonomy and client-centric focus.
Services
Wealth Management
Investment Management
Financial Planning
Portfolio Management
Hedge Fund Allocation
Details
- Year established: 1988
Highlights and features
- We have 35 years of average experience across our portfolio management team
- We operate as a fiduciary with no broker/dealer conflicts
- We provide strictly customized portfolio management solutions
- We maintain proprietary equity and fixed income research capabilities
- We've grown organically through 90% client referrals
Associations and certifications
- SEC
Services
Wealth Management
Our wealth management services combine personalized financial planning with customized investment strategies. We develop tailored solutions for high-net-worth individuals and institutions, focusing on long-term capital preservation and growth. Our approach integrates comprehensive financial planning with multi-asset class portfolio management to address each client's unique circumstances and objectives.
Investment Management
We offer comprehensive investment management across equity, fixed income, and alternative asset classes. Our proprietary research capabilities and selective hedge fund partnerships enable customized portfolio construction. We employ active asset allocation strategies that adapt to changing market conditions while maintaining disciplined risk management to optimize risk-adjusted returns for our clients.
Financial Planning
Our financial planning services address comprehensive wealth management needs including tax-efficient strategies, generational transfers, and life event planning. We work directly with clients to develop customized plans that integrate investment management with broader financial objectives. Our approach emphasizes clarity and actionable solutions for complex financial situations.
Portfolio Management
We provide dedicated portfolio management services with direct client access to senior professionals. Our team constructs customized portfolios using proprietary equity and fixed income strategies combined with carefully selected alternative investments. Each portfolio receives ongoing monitoring and adjustments based on evolving client needs and market conditions to maintain optimal performance.
Hedge Fund Allocation
Our hedge fund allocation services provide access to specialized investment strategies not correlated with traditional markets. We select funds based on rigorous due diligence criteria including investment style consistency and risk controls. Clients benefit from direct fund access rather than fund-of-funds structures, enabling more precise allocation to alternative asset classes like distressed debt and commodities.
People
William P. Jones, Jr.
Chairman | Partner
Founder of Williams Jones with over 50 years in finance, previously at Chase Manhattan Bank and Mackay-Shields Associates. Harvard graduate with extensive trust and portfolio management experience.
John J. Eager
President | Partner
Head of Fixed Income Group with 40+ years in finance, including leadership roles at Mabon Nugent and Citibank. Holds MBA from New York University and specializes in municipal bond strategies.
Barbara A. Tarmy
Partner
35-year industry veteran with experience at Neuberger Berman and Morgan Stanley. Served in both institutional sales and portfolio management roles. Holds MBA from Columbia University.
Emily C. Smith
Director of Financial Planning
Over 10 years of wealth management experience, previously at Lenox Wealth Advisors. Fordham University graduate specializing in comprehensive financial planning for high-net-worth clients.
Hoa V. Le
Partner | Chief Operating Officer
20+ years in investment operations and technology. Former Technology Consultant at Advent Software with expertise in portfolio management systems and financial planning infrastructure.
Questions
What distinguishes Williams Jones from other wealth managers?
We operate as an independent fiduciary with no broker/dealer conflicts, offering strictly customized portfolio management by seasoned professionals averaging 35 years experience.
How does Williams Jones approach investment management?
We combine proprietary equity and fixed income research with selective hedge fund partnerships, employing active asset allocation strategies tailored to each client's specific needs and risk tolerance.
What financial planning services do you offer?
We provide comprehensive planning addressing tax efficiency, generational wealth transfers, and life event planning, integrating investment management with broader financial objectives.
How are portfolios structured and managed?
Each portfolio is customized using our proprietary strategies in equities and fixed income, with optional alternative investments. Clients work directly with senior portfolio managers for ongoing adjustments.
What experience do your portfolio managers have?
Our team averages 35 years in the industry, with direct experience navigating multiple market cycles. Many partners have held leadership roles at major financial institutions.
How does the firm handle client reporting?
We provide detailed monthly and quarterly reports through Advent Portfolio Exchange, including performance analysis across all asset classes with consolidated reporting options.
