Duncan Williams Asset Management
Company building

Navigating a layoff is challenging, but you're not alone.

Let's work together to help secure your financial future.

Important Disclaimer

Duncan Williams Asset Management ("DWAM") has experience in helping investors gain a better understanding of company benefit and retirement plans and in reviewing options available, but DWAM may not have a complete picture of your particular situation. For comprehensive details of your specific plan and available options, it may be necessary to contact your Human Resources department and/or Retirement Plan Administrator. Duncan Williams Asset Management does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice. Please consult with your tax professional regarding your particular situation before implementing any strategies discussed.

Access our Career Transition Toolkit

Your Next Steps: Immediate Actions

Take Control of Your Situation

Essential first steps to manage your transition

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We're Here to Help

Feeling overwhelmed? Don't worry, our team of experienced financial advisors is dedicated to helping employees navigate this transition with confidence.

Quick response times - we understand the urgency

Personalized advice tailored to your specific situation

Available to answer your questions

How We Support You

Dedicated Response Team

Our dedicated team is ready to address your urgent concerns and provide quick, effective solutions.

Severance Package Optimization

We'll work with you to help you understand your severance and identify ways to optimize your benefits for greater impact.

Personalized Financial Strategy

Develop a tailored plan to help manage your finances during this transition and beyond.

Financial Strategies

We'll help you build financial resilience and prepare for future opportunities.

Dedicated Advisor

You'll be paired with a personal financial advisor who will help with your unique situation and goals.

Educational Resources

Curated materials to enhance your financial literacy and decision-making skills.

Your Career Transition Toolkit

Access comprehensive tools and resources to help guide you through your career transition. Our experienced advisors are here to support you every step of the way.

Priority Actions

Essential tools for managing transition packages

Financial Planning

Tools for informed financial decisions

Career Development

Resources for your next career move

Long-term Planning

Secure your financial wellbeing

Message From Our Executive Team

Duncan Williams

Founder and Chairman

David Scully

President and Executive Committee Member

We understand this is a challenging time for. Our team is here to help you navigate this transition successfully.

Financial consultation meeting

Get Your Personalized Plan

Step 1 of 4

Frequently Asked Questions

Let's Secure Your Financial Future Together

Don't face this transition alone. Our experienced advisors are ready to help you navigate this challenging time and build a strong financial foundation for your future.