• Personalized Financial Planning

    Does your plan:

    • Provide direction for today?
    • Give you security in the future?
    • Take risks that you're comfortable with?
  • Customized Investment Management

    Designed to:

    • Generate sufficient income
    • Minimize taxes and fees
    • Work for you, not your broker
  • Advisors you can




Our Company

Watts Gwilliam & Company provides investment management and advisory services to wealthy individuals and families. The firm was established to provide an investment environment removed from the many conflicts of interest that plague the brokerage community.

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