Our Philosophy


Our Philosophy

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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