Business Details
Your Trusted Fee-Only Financial Advisors in Gilbert, AZ
Watts William is a fee-only, fiduciary financial advisory firm headquartered in Gilbert, Arizona, serving clients nationwide. Our firm was established to provide a conflict-free environment dedicated to client success through innovative investment and financial planning strategies. With institutional backgrounds, our team specializes in managing concentrated stock positions, implementing alternative investments, and creating personalized wealth management solutions for high-net-worth individuals, business owners, and professional athletes.We prioritize risk management and sustainable gains, utilizing strategies like covered call programs to generate income while minimizing market volatility. As fiduciaries, we act in our clients' best interests, offering transparent fee structures and comprehensive services including retirement planning, estate planning, and insurance solutions. Our approach combines institutional expertise with a family-like atmosphere, ensuring clients receive objective advice tailored to their unique financial goals.
Services
Personalized Investment Management
Financial Planning
Concentrated Stock Management
Option Overlay Fund
Alternative Investments
Retirement Planning
Insurance Services
529 Qualified Tuition Plans
Annuities
Estate Planning
Highlights and features
- We act as your legal fiduciary, putting your interests first
- Access to institutional-grade investment strategies typically reserved for large firms
- Specialized expertise in managing concentrated stock positions
- Transparent fee-only structure with no sales commissions
- Personalized approach combining institutional experience with family-like service
Services
Personalized Investment Management
Our personalized investment management service creates customized portfolios aligned with individual financial goals and risk tolerance. We utilize institutional-grade strategies including alternative investments and risk management techniques to optimize returns while minimizing volatility. Our fiduciary approach ensures all recommendations prioritize client interests through transparent, fee-only compensation.
Concentrated Stock Management
Specialized management of concentrated stock positions helps clients maintain employer stock while achieving diversified financial objectives. We implement covered call programs and dynamic collars to generate income and reduce volatility. This service addresses complex tax implications and portfolio balancing for individuals with significant single-stock holdings.
Financial Planning
Comprehensive financial planning covers retirement strategies, estate planning, and tax-efficient investment approaches. Our holistic methodology integrates investment management with life goals, offering tailored solutions for high-net-worth individuals and business owners seeking long-term financial security and intergenerational wealth transfer.
Alternative Investments
Access to alternative investments expands portfolio diversification beyond traditional stocks and bonds. We offer private equity, structured products, and other non-retail assets that can smooth returns and reduce market correlation. Our guidance ensures clients understand these sophisticated instruments' roles within their overall investment strategy.
Retirement Planning
Our retirement planning service develops sustainable income streams through diversified investment approaches and tax-efficient withdrawal strategies. We focus on creating consistent returns while managing sequence-of-returns risk, helping clients maintain their desired lifestyle throughout retirement with regular portfolio rebalancing and risk assessment.
Questions
What services does Watts Gwilliam & Company offer?
We provide personalized investment management, financial planning, concentrated stock position management, alternative investments, retirement planning, and insurance services tailored to high-net-worth individuals and professionals.
Are you a fiduciary financial advisor?
Yes, we act as your legal fiduciary, meaning we're legally obligated to put your interests first in all recommendations and maintain transparent fee-only compensation.
Do you specialize in concentrated stock positions?
Yes, we specialize in managing concentrated stock positions through strategies like covered call programs and dynamic collars to help reduce volatility while maintaining equity exposure.
What investment approach do you use?
We combine institutional-grade strategies with personalized portfolio construction, emphasizing risk management, alternative investments, and tax-efficient approaches tailored to individual financial goals.
How are your fees structured?
We operate a transparent fee-only structure with no sales commissions, ensuring our compensation aligns with providing objective advice rather than product sales incentives.
Who are your typical clients?
We primarily serve high-net-worth individuals, business owners, professional athletes, and Intel employees with complex financial situations requiring specialized wealth management solutions.
