Williamson Wealth Advisors of Arcata

Williamson Wealth Advisors of Arcata is a wealth management firm in Arcata, CA, located at 332 Harris Street, Suite C. The firm provides financial services including investments, retirement planning, estate management, and insurance strategy. Their approach is centered on organic growth and data-driven investment strategies, with the belief that no two clients are alike and that deep financial knowledge combined with broad life experience should inform every decision. Services are designed to assist with retirement roadmaps, estate management for legacy security, and insurance strategies that protect against the financial consequences of unexpected events. The firm holds a 5.00 rating based on customer reviews and operates Monday through Friday from 8:00 AM to 5:00 PM, with weekend visits available by appointment.

The firm's leadership includes Dax Williamson, AIF, who serves as Founder, CEO, and President. Marie Williamson is Vice President, overseeing the strategic direction of the firm including finance, marketing, and human resources. Conor Maguire serves as Director of Client Services, bringing 25 years of prior experience from a local organization before joining the team in 2024. Paul L. Keeton is Managing Director of Investments and Advisory Solutions, focusing on advisory work for the independent business owner. Marco Galvan serves as Director of IT, having supported the firm's technology infrastructure for over 10 years with experience in program and project management. Wendy Simmons is Managing Director of Human Resources. Adam Price works as a Paraplanner. The team possesses over 100 years of collective experience and operates with the philosophy that every person deserves access to sound, informed financial advice regardless of situation, tolerance for risk, or goals.

Williamson Wealth Advisors of Arcata can be reached at 707-441-1496, with a toll-free line at 888-441-1496.

Williamson Wealth Advisors of Arcata has a Technical score of 79 out of 100 on BizScoreAI, reflecting that the website is technically sound, secure, and indexable so search engines can read it without errors. The firm also earned a Discoverability score of 75 out of 100 on BizScoreAI, which measures whether AI crawlers are allowed in and can find every page of the website, the first step before any AI assistant can recommend the business.