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Watts Gwilliam & Co. LLC
2730 S. Val Vista Dr.
Suite 124
Gilbert, AZ 85295

Phone:      480-889-8998 
Facsimile: 480-889-8999 
Toll Free:  888-324-8998

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Watts Gwilliam & Company provides investment management and financial planning services to individuals and families. Our experience has taught us that successful long-term wealth management requires a coordinated use of financial, investment, tax and estate planning. 

These comprehensive services are accentuated by a commitment to personalized client relationships. The trust implicit in this relationship is the single most important factor influencing our advisory efforts and is the greatest expression of our firm's success.

 

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Watts Gwilliam & Co., LLC (WGC) is an SEC registered investment advisor located in Gilbert, AZ. WGC and its representatives are in compliance with the current registration requirements imposed upon registered investment advisors by those states in which WGC maintains clients. WGC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WGCs website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of WGCs website on the Internet should not be construed by any consumer and/or prospective client as WGCs solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute of for, personalized individual advice from WGC. Any subsequent, direct communication by WGC with a prospective client shall be conducted by a representative that is either registered, or qualifies for, an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WGC, please contact the state securities law administrators for those states in which WGC is registered. A copy of WGCs current written disclosure statement discussing WGCs business operations, services and fees is available from WGC upon written request. WGC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to WGCs website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.