About Us

Our mission is to create and preserve wealth for our clients through effective long term asset management and planning.  We build client relationships based on trust, competent professional advice, continual communication and prompt personal service.  We help our clients set financial goals, monitor progress toward these goals and discuss actions to be taken.  Retired Couple_1.jpg

KMA Wealth Management, LLC is a full service fee-based financial planning and wealth management firm. Our highest priority is to create value and peace of mind for our clients. We provide a full range of services for those who want to protect, increase and preserve their wealth:

  • Fee-Based Financial Planning - hourly based 
  • Retirement Asset Accumulation Planning
  • Retirement Income Planning
  • Investment Strategy & Policy Plan
  • Investment Management
  • Portfolio Analysis and Asset Allocation Design
  • Tax Planning
  • Estate Planning
  • Stock Option Planning
  • College Funding Strategies
  • Business and Financial Consulting

KMA Wealth Management, LLC is a local, community based firm founded by Gregory M. Williams, CPA, PFS.  Greg has been in the financial services business for over 18 years.  He focuses on providing customized wealth planning and management services to professionals, business owners/entrepreneurs and corporate executives.  In addition, KMA Wealth Management provides business consulting and accounting services to small business owners and entrepreneurs.

Prior to starting KMA Wealth Management, LCC, Greg held leadership positions with PriceWaterhouseCoopers, CIGNA and MassMutual, including Chief Financial Officer of MassMutual's life insurance business and President of MML Investors Service, a National Registered Investment Advisory Firm and Broker/Dealer.

Greg holds a bachelors degree in Accounting from Southern New Hampshire University.  He is FINRA Series 7, 24 and 66 licensed.  Greg is licensed in the following states: California, Connecticut, Georgia, Illinois, Massachusetts and Utah.

Greg is a member of:

  • American Institute of Certified Public Accountants (AICPA)
  • Connecticut Society of Certified Public Accountants (CSCPA)
  • Financial Planning Association (FPA)
  • Executive Board Member of Tolland County Chamber of Commerce
  • Economic Development Committee Chairperson of Tolland County Chamber of Commerce
  • Board Member & Treasurer of Tolland Little League, Inc.
  • Trustee of Eastern Connecticut Health Network Community Healthcare Foundation
  • Eastern Connecticut Health Network, Inc. - Planned Giving Committee Chairperson
  • Eastern Connecticut Health Network, Inc. - Planning Committee Member