The partners

Jeffrey Williams has spent over 30 years in financial services helping clients understand, simplify, and manage their finances without the big-brokerage maze or excessive fees. He places clients’ interests first and avoids the conflicts that can sit inside traditional broker- and sales-based relationships.

He is focused on strategic asset allocation through a deep reading of risk thresholds, timelines, and priorities — combining financial planning with investment management for both near-term capital needs and long-term retirement goals.

Prior to Fairscale, Jeffrey founded Williams Wealth Management and advised at Citizens Investment Services and LPL Financial. He received his Bachelor’s in Business Leadership from Northeastern University and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside the office he golfs at Vesper Country Club, plays competitive golf, and serves several philanthropic organizations.

Dyllin Moulton is passionate about guiding high-net-worth investors, families, and business owners through the complexities of their wealth. He uses a comprehensive, holistic approach — relating to clients on more levels than their financial affairs — and builds partnerships on trust and integrity.

He manages multi-asset-class portfolios through a proprietary factored approach, and works across strategic asset allocation, tax minimization, alternative manager selection, estate and trust mechanics, corporate entity planning, divorce planning, and multi-generational family management.

Prior to Fairscale, Dyllin was a partner at Williams Wealth Management and spent several years at Merrill Lynch in Global Wealth Management and the Private Banking & Investment Group. He received his Bachelor’s in Business Management from Assumption College. He golfs at Nashua Country Club, travels widely, and volunteers at several charitable organizations.

Alex Thompson constructs personalized allocations that guide clients toward their financial goals. Through cash-flow-based planning he offers a clear view of present and future needs, and of the challenges that can appear on the way to — and through — retirement.

He advises on investment strategy, smart weighting, and dynamic allocation, and works alongside attorneys and families through complex divorces. Deeper conversations, in his view, become multi-generational relationships.

Outside the office Alex golfs, road bikes, skis, and volunteers with organizations including The Friendly Kitchen.