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Williamson Team

975 34th Ave NW Ste 250

Rochester,

MN

55901

williamson-info@wealthenhancement.com

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About the Williamson Team

Welcome to the Williamson Team, where we help our families master their retirement strategies across financial, tax, and estate planning elements. Deeply rooted in the Rochester community, our team offers extensive experience in managing retirement plans for professionals from Mayo, IBM, Hormel, and Benchmark Electronics, among others. We also excel in multi-generational wealth management, addressing farming and small business needs. Our experience includes estate planning, tax strategies, and business transition planning, no matter the client. With support from our Roundtable of advising professionals, let us help you towards your financial goals with integrity and dedication.

Advisory Team

Mark Williamson

Senior Vice President, Financial Advisor

Rochester, MN

005410000048VTtAAM

Brian Williamson

Financial Advisor

Rochester, MN

Resources from our team

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Blog

When a Roth Conversion is Right for Your Estate—And When it Isn't

The decision to execute a Roth conversion and generate taxable income is more complicated than it may seem at first, especially when you consider it in the context of your overall estate plan. You’re essentially making a bet that paying tax today is better than having someone else pay any income and/or estate taxes on it in the future.
Mark Williamson

Blog

What to Do If You're Ready to Retire—But Your Spouse Isn't

On your wedding day, you took your partner’s hand and promised to be by their side every day for the rest of your lives. And so far, that may be exactly what you’ve done. But now, with retirement looming, you’re readier to take that leap than your spouse. So, what are you supposed to do?
Mark Williamson

Team locations

Rochester, MN
975 34th Ave NW Ste 250, Rochester, Minnesota, 55901
(507) 289-3601
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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

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USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.