Meet Will

William Dial, a dedicated financial advisor with nearly a decade of industry experience, is committed to helping families navigate the complexities of retirement planning. Born and raised in Raton, New Mexico, William's humble beginnings instilled in him the importance of family and the value of sound financial decision-making. After losing his father to leukemia at a young age, he witnessed his mother's financial struggles, which inspired him to help others avoid similar hardships.

As the founder of Graceful Wealth, William specializes in serving successful families and National Lab engineers who are nearing or in retirement. His holistic approach to wealth management encompasses retirement income planning, tax optimization strategies, estate planning, risk mitigation, wealth preservation, charitable giving, and values-based portfolios. William's ability to simplify complex financial topics empowers his clients to take control of their financial future with confidence.

William's passion for helping others extends beyond his professional life. He is actively involved in various charitable organizations, including Calvary of Albuquerque, Rocky Mountain Elk Foundation, Wild Sheep Foundation, and Gonzales Jiu-Jitsu. When he's not guiding clients through retirement planning, William enjoys the great outdoors, particularly bowhunting, fishing, camping, and hiking with his family. As a devoted husband to Teresita and proud father to Conor and Bella, William cherishes quality time with his loved ones and is an active member of his church and the homeschool community.

William's favorite aspect of working with clients is the deep, familial bonds he forms with them. He takes great satisfaction in seeing their stress melt away as they safeguard their retirement and pursue their financial goals. Whether it's opening a 529 plan for a grandchild or making a charitable donation, William is dedicated to helping his clients live fulfilling and financially confident lives.