195 Senior Level Advisors in 36 states & Canada, providing exit, transition, and succession planning services to privately held business owners

What Is Pinnacle Equity Solutions

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses

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Buy John M. Leonetti’s Book

Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.

Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
CEO of Pinnacle Equity Solutions, Inc.

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John Williams, III, CPA, CFP®

John Williams headshot
 
Contact Information:
WealthGuard Advisory Group LLCWealthguard-Logo-700x157
770-667-1177
 jwilliams@wealthguardadvisory.com
4015 Nine McFarland Drive, Suite 200
Alpharetta, GA 30004
 
 

John L. Williams, lll, concentrates on working with successful business owners to exit their business with the objective of maximizing value and minimizing taxes. Similar to his early adoption of financial planning services in the 80’s, he has joined ranks with the leaders of the emerging industry known as “Exit Planning”. His combination of skills and experiences, including financial, tax, and estate planning, along with his active operation of WealthGuard Advisory Group, LLC, a wealth management firm, provide him with an advanced ability to deliver solutions to business owners as they look to transition to the next phase of their life. He is also of consul to Siok, Podczervinski, Williams, & Associates. (www.ga-cpa.com) His professional credentials include — Certified Public Accountant (CPA) (1979) and Certified Financial Planner (CFP) (1984).

John is a native Atlantan and was an honors graduate of Georgia State University. He and his wife Susan have three wonderful children and a granddaughter. He is active in community organizations including Rotary of Windward and the Atlanta Cagers Basketball, a youth sports organization. Outside of work, John loves physical activity – in the gym… on the slopes… in the water… etc., it’s his therapy.