Always putting our clients first
Wall Street is known for a lot of things, and one is conflicts of interest. While expensive ad campaigns help create an image of a trustworthy advisor, most firms out there that have business models that are riddled with conflicts of interest to their clients.
Don’t believe us? A 2015 report by the White House’s Council of Economic Advisors estimated that Americans lose $17 billion every year due to this “conflicted advice.” Yes, that’s every year!
At Watts Gwilliam & Company, we know this very well, because we started our careers in this environment. As time went on, we grew tired of the sales quotas and focus on products rather than client results.
So now, as an independent firm, we like to think of ourselves as the “anti-brokers”.
Not only do we not wear expensive suits or pay to maintain intimidating offices, but we also put our clients first:
- We act as your legal fiduciary, meaning we legally agree to always put your interests first.
- We get paid by fees, not commissions, so you get advice (and not sales)
The result? We just roll up our sleeves and get to work to help you plan your future.
You get access to experienced and sophisticated professionals who are committed to bringing you the best strategies for managing your money.
Yes, it’s very personal to us. In fact, we love that our client relationships are long term. We frequently hear that it feels more like having a family member in the business than having an advisor. That’s something we never tire of hearing.