Martha Williams - Williams Wealth Services

Martha Williams - Williams Wealth Services I help guide individuals and families toward achieving their long-term financial goals by creating p Advisors of Waddell & Reed, Inc.

As a financial advisor, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships and advise my clients through every stage of their financial journey. Since Waddell & Reed opened its

doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. This approach has been key to the enduring relationships financial advisors at Waddell & Reed enjoy with their clients. Martha Williams is a Financial Advisor offering Securities and Investment Advisory Services through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor. Waddell & Reed is not affiliated with Williams Wealth Services. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements. This site is published for residents of the United States only. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed. For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit www.waddell.com/personal_investors/Social_Media_Disclaimer.aspx for additional information on Waddell & Reed’s social media policies.

12/17/2025

A special needs trust can help care for a special needs child, even after you’re gone.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
12/15/2025

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Learn more about whether you need to pay estimated taxes.
12/12/2025

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
12/10/2025

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
12/08/2025

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
12/05/2025

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, c...
12/05/2025

Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, consumer sentiment, and rate uncertainty. While the Nasdaq slipped 1.51 percent, the S&P 500 held steady and the Dow inched up 0.32 percent. All eyes now turn to the Fed's final meeting of the year on December 9–10.

Monthly Market Insights | December 2025 U.S. Markets Stocks were mixed in November as a late-month rally almost clawed back losses from earlier in the month. The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite declined 1.51 percent. The Dow Jones Industrial Average edged ...

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
12/03/2025

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
12/01/2025

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
11/28/2025

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Tax freedom day: the day you begin earning money for yourself.
11/26/2025

Tax freedom day: the day you begin earning money for yourself.

Assess how many days you'll work to pay your federal tax liability.

Do you have a will? Is it updated?
11/24/2025

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Address

3380 Travis Pointe Road, Suite E1
Ann Arbor, MI
48108

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17347863870

Website

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