Why
William Arthur Wealth
THE BOUTIQUE ADVANTAGE
A Boutique Practice Built Around You
William Arthur Wealth offers a personal alternative to the traditional institutional model. By working with a select group of clients, we provide direct access, continuity, and financial guidance shaped around your complete retirement picture.
You work with the advisor who knows your plan—not a rotating team or centralized service department.
Personal Attention
By serving a select group of clients, we can provide responsive, thoughtful guidance and remain closely familiar with the details that shape your financial life.
Direct Access
You work directly with William Howard, CFP®, providing personal accountability and continuity as your retirement strategy evolves.
Coordinated Guidance
Investment decisions are considered alongside retirement income, Social Security, Medicare, taxes, and estate planning so each recommendation supports your broader financial plan.
William Howard, CFP®
THE FOUNDER
Wealth Strategist
William Howard, CFP®, is the founder of William Arthur Wealth, a boutique advisory practice focused on helping individuals and couples prepare for and navigate retirement.
With more than 25 years of wealth management experience, William provides personal guidance across retirement income, investments, Social Security, Medicare, tax-aware planning, and estate coordination. Every client works directly with William in developing and adjusting their strategy over time.
Experience & Perspective
Institutional Experience
Independent by Design
William earned his degree in Finance from the University of Florida and began his career with SunTrust Banks. He became one of the firm’s early Private Wealth Client Advisors and later served as a Senior Vice President in its Private Wealth Group.
After earning the CFP® certification in 2002, William relocated to Fort Lauderdale to lead a major South Florida private wealth team. Under his leadership, the team grew to oversee more than $1 billion in client assets and received the firm’s “Best of the Best” recognition.
William later served as Director of Wealth Management for a community bank, overseeing trust and brokerage services as a member of its executive leadership team.
He ultimately established an independent practice to provide clients with a more personal alternative—one built around direct access, thoughtful coordination, and long-term relationships. Outside of work, William enjoys photography and travel and has served in civic and community organizations throughout South Florida.