In the Press
Balanced Advisor Podcast Ep. 42 Have a Centered Day with Amy Castoro
June 30, 2022
Dr. Travis Parry talks with Amy Castoro about her journey with balance and how she’s helping families with transitioning wealth through generational coaching and planning.
The Tech Money Podcast Ep. 32 Talking to Your Family About Money with Amy Castoro
March 16, 2022
Malcolm. Ethridge, CFP® talks with Amy Castoro about how #financialadvisors prepare assets for the family, but The Williams Group prepares the family for the assets.
"Wealthy parents face delicate balance when passing their money on to their children - especially the wayword ones"
May 26, 2021