Williamson Team

975 34th Ave NW Ste 250

Rochester,

MN

55901

team

About the Williamson Team

Welcome to the Williamson Team, where we help our families master their retirement strategies across financial, tax, and estate planning elements. Deeply rooted in the Rochester community, our team offers extensive experience in managing retirement plans for professionals from Mayo, IBM, Hormel, and Benchmark Electronics, among others. We also excel in multi-generational wealth management, addressing farming and small business needs. Our experience includes estate planning, tax strategies, and business transition planning, no matter the client. With support from our Roundtable of advising professionals, let us help you towards your financial goals with integrity and dedication.

Resources from our team

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Blog

Thinking about a Roth IRA conversion? Learn how timing, beneficiaries, and estate planning goals impact whether converting is the right move. Explore key questions to ask before making this tax-smart decision.

Blog

Retiring before your spouse? Learn how to navigate the financial, personal, and relationship challenges with smart planning and open communication.

Team locations

Rochester, MN
975 34th Ave NW Ste 250, Rochester, Minnesota, 55901

Let's Work Together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan that supports your goals.

Contact Our Team

Your complimentary consultation

During your no-obligation meeting, you will:

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Begin crafting a comprehensive financial plan

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

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Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.