Date: July 31, 2020

Watts Gwilliam & Company Launches New and Improved Website

Watts Gwilliam & Company is excited to announce the launch of our new and improved website! The new site went live on July 24. The fresh look and feel make it easier to find information, read about timely and important topics and contact us when you have a question.

If you haven’t had a chance to check it out yet, please do. The easy-to-access navigation allows you to research who we are and how we can help you. Watts Gwilliam & Company is a fee-only, fiduciary financial advisory firm headquartered in Gilbert, Arizona and serving investors nationwide. Our firm was established to provide a conflict-free environment that’s dedicated to our clients’ success. We provide innovative investment and financial planning strategies so you can build wealth, generate income and secure your future.

Our new look is more user-friendly and provides a clearer message of the services we provide and what’s it’s like to work with us.

Here are 4 things we’re especially excited about:

1. Free eBook

In good times, financial planning may seem simple, but what about in volatile times? Unfortunately, we see investors make mistakes all the time that can have long-lasting effects on their financial futures. To help reverse this trend, we encourage you to download our complimentary eBook: How to Recession-Proof Your Life: Four Tips to Help You Weather Any Financial Storm. You can download it here.

2. A Better Blog

Educated investors make better decisions, so it’s important to stay informed. Our new site features an updated blog, where we’ll publish new articles on a regular basis that highlight relevant changes in the financial services industry and tips for creating a comprehensive financial plan that’s right for you. You can even sign up to receive these posts directly to your email inbox once a month. Read our latest posts here.

3. Easy Access to our Social Media

Are you on Twitter? Facebook? LinkedIn? So are we. And now it’s easier than ever to connect with us on social media, follow our feeds and share our posts. Just click on the icons at the bottom of our home page.

4. Video Library

The Path Program is another resource we provide clients to help set goals and watch their progress toward each one. To better understand how this program works, we offer short, simple, easy-to-understand videos on how to get started, how to track your goals and how to make changes. Our video library can be found here.

Financial independence is hard to achieve, even for those with high incomes. Why? Because there are a lot of variables out of your control. Even small mistakes can have big effects of your future.

Financial planning can be complicated, but that’s not a reason to put it off. Visit the new Watts Gwilliam website to schedule a complimentary, no-obligation consultation and get the conversation started.


David Watts

Dave is one of the firm’s founders. He helps business owners, professional athletes, and other high-net worth clients develop and implement financial plans and strategies. He also specializes in helping those with single-stock positions to diversify and manage their financial lives. Other areas of specialty are wealth transfer plans for concentrated stockholders and business owners; tax minimization strategies for those with employee stock options; cash flow management; and risk management planning.