About Watts gwilliam & company
Watts Gwilliam & Company: Your Trusted Financial Advisor
Watts Gwilliam & Company is a fee-only, fiduciary financial advisory firm headquartered in Gilbert, Arizona but serving investors nationwide. The company was founded by two experienced financial advisors, David Watts and Ryan Gwilliam, who shared a common vision of providing unbiased and personalized financial advice to their clients.
At Watts Gwilliam & Company, the team of professionals is committed to helping clients achieve their financial goals through comprehensive planning and investment management services. They understand that every client has unique needs and circumstances, which is why they take a customized approach to each client's situation.
The company's fee-only structure ensures that there are no conflicts of interest when it comes to recommending investments or other financial products. This means that the advisors at Watts Gwilliam & Company are not compensated based on commissions or sales quotas but rather on the value they provide to their clients.
As fiduciaries, the team at Watts Gwilliam & Company puts their clients' interests first. They are legally bound to act in their clients' best interests at all times and must disclose any potential conflicts of interest.
Watts Gwilliam & Company offers a range of services designed to help individuals and families achieve their long-term financial goals. These services include retirement planning, investment management, tax planning, estate planning, risk management (insurance), education funding (529 plans), charitable giving strategies and more.
Retirement Planning: The team at Watts Gwilliam & Company can help you create a retirement plan that takes into account your current assets as well as your future income needs. They will work with you to determine how much you need to save each year in order to reach your retirement goals.
Investment Management: The company's investment philosophy is based on sound principles such as diversification and asset allocation. Their goal is not only to maximize returns but also minimize risk by investing in a mix of asset classes that are appropriate for each client's risk tolerance and investment objectives.
Tax Planning: The advisors at Watts Gwilliam & Company can help you minimize your tax liability by developing a tax-efficient investment strategy. They will work with you to identify opportunities to reduce your taxable income, take advantage of tax-deferred accounts, and maximize deductions.
Estate Planning: The team at Watts Gwilliam & Company can help you create an estate plan that ensures your assets are distributed according to your wishes. They will work with you to develop a plan that minimizes taxes and avoids probate.
Risk Management (Insurance): The company offers a range of insurance products designed to protect clients from unexpected events such as disability, long-term care needs or premature death. They will work with you to determine the appropriate level of coverage based on your individual circumstances.
Education Funding (529 Plans): The advisors at Watts Gwilliam & Company can help you save for education expenses by setting up a 529 college savings plan. These plans offer tax advantages and flexible investment options.
Charitable Giving Strategies: If philanthropy is important to you, the team at Watts Gwilliam & Company can help you develop a charitable giving strategy that maximizes the impact of your donations while minimizing taxes.
In conclusion, if you're looking for an experienced financial advisor who puts their clients' interests first, look no further than Watts Gwilliam & Company. Their fee-only structure ensures unbiased advice while their fiduciary duty guarantees they act in their clients' best interests at all times. With comprehensive planning and investment management services tailored to each client's unique needs, they are committed to helping individuals and families achieve their long-term financial goals.
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