About Us



Burt grew up in his family’s iconic interior design business in Old Greenwich, CT, where he learned to help clients love and enjoy their homes for years to come by tailoring everything to their unique tastes.

His father, Fred Williamson, Jr., had the conviction that Burt needed to learn the business from the ground up. His dad had him work with a variety of contractors over the years to learn their unique crafts. This helped Burt refine his communication and specification skills.

Applying the same disciplined approach to financial planning has enabled Burt to build his knowledge and skill set to provide exceptional advice for retirement planning.


In fact, a number of advisors from around the country have hired Burt to provide his invaluable advice to their clients over the years.

When Burt isn’t working (which he says is more like a hobby), you will find him working out at the gym, jogging around the neighborhood, and serving at church. He’s an avid college football and basketball fan (and a fan of many other sports during the playoffs or tournaments)!


Ready to navigate your retirement journey with our expert guidance?