William Arthur Wealth

William Arthur Wealth is a boutique financial planning firm serving individuals and couples in Fort Lauderdale and across the United States. Led by William Howard, CFP®, the firm provides personalized guidance for people approaching retirement or already retired, with an emphasis on direct advisor access and an ongoing relationship. Its services bring key financial decisions together in a coordinated retirement strategy, including income planning, investment management, tax-aware withdrawals, Social Security, Medicare and other healthcare costs, and estate considerations.

The planning process begins with a review of a client’s financial picture, goals, resources, and expected spending needs. William Arthur Wealth then helps assess retirement timing, coordinate income sources, develop and implement a strategy, and revisit the plan as circumstances change. Support in retirement can include managing withdrawals across different account types, adapting to evolving lifestyle and healthcare needs, and reviewing beneficiary designations in coordination with estate-planning professionals. Investment advisory services are offered through Virtue Capital Management, an SEC-registered investment adviser.