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Watts Gwilliam & Co. LLC
2730 S. Val Vista Dr.
Suite 124
Gilbert, AZ 85295
 
Phone:      480-889-8998 
Facsimile: 480-889-8999 
Toll Free:  888-324-8998

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. Watts Gwilliam & Company leverages the experience of professionals who have dedicated their careers to advising wealthy individuals, families, trusts, and foundations in the United States. 

At Watts Gwilliam & Company our clients benefit from the following: 

• Wealth management expertise; 

• A reputation for client relationships based on trust; 

• A superior level of personalized service; 

• An investment strategy designed to meet long-term objectives and income needs; 

• Independence and objectivity that yield attractive investment options; 

• Dedication to preserving and building capital over the long term; 

We understand the complexities wealth can pose. Our financial strategies go well beyond investment management, taking all of your financial needs into consideration.

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Statement of Values

At Watts Gwilliam & Company we understand and value the trust implicit in an investment advisory relationship. This client trust is our company’s greatest asset and is based on the following statement of values: 

Passion - We maintain a passion for serving our clients that permeates the entire organization and drives employees to continually strive for the highest level of service in the execution of their duties. 

Respect - We respect our clients individual goals and diligently work to help the client achieve these goals. We treat our clients and employees in a manner of dignity that creates an atmosphere of trust. We value the rights and privacy of all our clients, and respect the individuality of each. 

Integrity - We deal in an open and honest environment and maintain the highest degree of commitment to ensuring that integrity is a cornerstone in our dealings with all our clients. Our firm has been structure to eliminate the conflicts of interest common in the brokerage industry and detrimental to the client. 

Dedication - Watts Gwilliam & Company is dedicated to making a client’s financial dreams reality. This dedication influences our company’s research, product offerings, investment management, financial planning and all other duties required for success. 

Excellence - We continually strive for excellence. We raise the bar to a greater height, utilize creativity and undertake prudent risk, where necessary, to advance our performance. 

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Our Clients

Our clients are wealthy individuals and families who, like you, experience many complex financial planning and investment needs. Often client’s come to Watts Gwilliam & Company because of a life-changing event, such as: 

• Early Retirement 

• Inheritance 

• Divorce 

• Adverse relationship with another advisor 

• Vesting of Corporate Stock Options 

• Selling a Business 

• Legal Settlements 

• Signing a Professional Sports Contract

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Watts Gwilliam & Co., LLC (“WGC”) is an SEC registered investment advisor located in Gilbert, AZ. WGC and its representatives are in compliance with the current registration requirements imposed upon registered investment advisors by those states in which WGC maintains clients. WGC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WGC’s website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of WGC’s website on the Internet should not be construed by any consumer and/or prospective client as WGC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute of for, personalized individual advice from WGC. Any subsequent, direct communication by WGC with a prospective client shall be conducted by a representative that is either registered, or qualifies for, an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WGC, please contact the state securities law administrators for those states in which WGC is registered. A copy of WGC’s current written disclosure statement discussing WGC’s business operations, services and fees is available from WGC upon written request. WGC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to WGC’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.