Menu

Who We Serve

Specialized in serving individuals and families with more complicated lives

At Watts Gwilliam & Company, we’re not your typical Wall Street firm. Instead of working for shareholders, we work for you.   Without all of the conflicts of interests of most big brand wealth management firms, we’re free to focus on helping you build a successful financial future.

Helping those with complex financial needs

Our institutional backgrounds help us better serve individuals and families with more complicated lives.  Here’s the type of clients we specialize in serving:

  • Those who hold concentrated stock positions
  • Intel employees with significant employer stock
  • Those who have managed their own investments in the past, but are looking for more help to ensure they are prepared for the future
  • Business owners, especially those who are considering selling their firms and need to do it right
  • Professional athletes who want to make sure their income today is used to set them up for a successful future
  • High net worth households looking for holistic planning and investment management

Bringing you a better solution

  • We bring institutional strategies to you, so we can help you build wealth more consistently and help lower volatility
  • We act as your fiduciary, meaning we put your interests first
  • Our fee-only team is free of the conflicts of interest that are so common at Wall Street firms
  • Our full-service approach means we’ll help you with all aspects of your financial life:  investments, financial planning, estate planning, and everything else you need
  • We provide unlimited support so you can always call us when you could use some additional help

Client Stories

Read our client stories to see how we’ve helped others like you with similar goals and challenges.

Putting a concentrated stock position to work for you

Turning a professional athlete’s earning power into sustainable wealth

Our full-service approach means we’ll help you with all aspects of your financial life:  investments, financial planning, estate planning, and everything else you need.

Download our Free ebook; How to Recession-Proof Your Life

Four Tips to Help You Weather Any Financial Storm