Jeff is one of the firm’s founders and plays an important role in the firm’s investment committee. He works with high net worth clients who have acquired wealth through a closely held business, employee compensation, professional athletics, among others. He's dedicated to assisting those with employee stock options and concentrated stock positions.
Watts Gwilliam & Company is a fee-only, fiduciary financial advisory firm headquartered in Gilbert, Arizona but serving investors nationwide. Our firm was established to provide a conflict-free environment that’s dedicated to your success. We provide innovative investment and financial planning strategies so you can build wealth, generate income and secure your future.