Jeffrey S. Watts

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Jeffrey S. Watts

I am very fortunate to spend each day associating with many clients who have achieved great success. Helping them accomplish new goals is truly rewarding.

Jeffrey's Bio

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.

Over the years, much of Jeff’s work has been dedicated to assisting those with employee stock options and concentrated stock positions. He has taught numerous seminars to many of the largest public companies in the United States on topics such as stock options and their tax consequences, concentrated stock strategies, and the implementation of sophisticated diversification techniques. 

Jeff received his B.A. from the Marriott School of Management at Brigham Young University, with an emphasis in Finance. Whether it is running from rim-to-rim-rim in the Grand Canyon or completing Ultra trail runs, Jeff loves to challenge his limits. During less adventurous times, Jeff enjoys fitness, waterskiing, and reading. He and his wife Kari have four daughters and a son. They live in Gilbert, Arizona.

My specialties:

  • Helping my clients turn their employer stock into a means to achieve lifelong financial security.
  • Helping high-income earners organize their wealth and implement a sustainable investment strategy.
  • Helping my clients implement changes to their portfolios to lower volatility, so investing is not so stressful for them. 
  • Helping my clients find investment strategies that help save taxes.