Watts William

read moreYou need a wealth manager that works hard for you, not for Wall Street. Learn how our unique approach puts your interests first and brings you innovative strategies to generate income and grow your wealth. And, we provide true fiduciary advice, so you can be sure you're getting real advice at all times (not a sales pitch). We believe there's a whole lot more to creating a secure financial future than simply putting your money into a handful of mutual funds. Instead, we provide you access to sophisticated, non-retail products and innovative methods (such as the use of covered call options to generate income) to help you achieve your goals.

read moreMany advisors will just put your money into a handful of mutual funds and let it ride with the market. But as we've seen, at times that can be a very bumpy ride filled with anxiety. Fortunately, there's a better way. There are investment strategies that can help reduce volatility so you can build wealth more consistently. You can get access to these strategies at the big Wall Street wealth management firms. But along with that, you likely encounter the Wall Street business model, which is sales-driven and notorious for its conflicts of interest.

read moreInvestments are only a small part of your financial life. To achieve your goals, you need comprehensive financial planning to help you clarify your objectives, then create a road map to achieve them. At Watts Gwilliam & Company, our financial planning process is very personal. We'll have long conversations with you to make sure we understand what you want in life. Then we'll work closely with you to identify strategies and help you understand your options. Once you've reviewed your options and decided, we'll help you implement your chosen strategies.