ABOUT US
ANDREW
GILLMORE
WEALTH
ADVISOR
As owner and principal advisor of William Wealth, Andrew takes an analytical yet personal style to investment and financial planning services. Working collaboratively with his clients towards their goals, Andrew believes in a focused, thoughtful approach that provides his clients the space they need to discuss and problem-solve some of the most important items in their lives.
With a decade of experience working with complex client situations, Andrew is thrilled to continue working with good people to create an impact in their lives. By representing his clients directly, he and his team are always able to work in their clients’ best interests without the pressures of corporate sales metrics.
TANYA
KHOSLA
MANAGER,
OPERATIONS
Behind the scenes, Tanya is the secret to a well-run, efficient business that puts clients first. Tanya is responsible for the development of back-end systems and processes that reduce bureaucratic red tape, always thinking through how the decisions of the firm impact our clients.
Tanya has been largely responsible for the firm’s successes, working tirelessly to build a company that focuses on the people we serve.
William Wealth was established through three main values: education, trust, and exceptionalism. All our decisions as a firm filter through these principles.
OUR
VALUES
EDUCATION
As a company, our main goal is in educating our clients as a means of helping them make informed decisions. By providing options and explaining the risks and potential rewards of a given investment or financial planning strategy, we seek to equip our clients with the knowledge they need to achieve their goals. As an advisory firm, our goal is not to sell, but to consult and guide.
TRUST
When we founded William Wealth, we asked ourselves, “If we were the clients, what would we want to see in an investment firm?” Trust, therefore, quickly became a founding pillar of our practice. As we see it, there are three questions regarding trust that are especially important in the advisory relationship:
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Do I trust that the firm I work with has my best interests at heart? Does the firm’s compensation align with my goals?
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Do I trust that the firm I work with is good at what they do? Do they listen to me? Do they provide thoughtful, measured insights into how I can improve my financial situation?
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Do I trust that the firm I work with will be there for me when I need them? Does my advisor communicate with me? Is my advisor’s communication clear?
EXCEPTIONALISM
William Wealth is not about being the biggest brokerage in town. Rather, our goal is to provide the best service we can to a small group of high net worth individuals and families. Because our chief metric for success is client satisfaction, our growth as a firm is intentional and measured so as not to dilute our service offering.
All of our decisions as a firm filter through the principles of education, trust, and exceptionalism.
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