Watts Wealth Management
Watts Wealth Management (WWM) is an independent investment advisory firm, serving clients as a fiduciary. We provide asset management and financial planning services for individuals and families and advisory services for employer-sponsors of 401(k) plans. WWM does not invest in commission products and always acts in the best interest of clients.
Create an Investment Strategy Aligned with your Objectives
Our investment management process always begins with you, the client. We discuss what is important to you to gain a full understanding of your situation and circumstances, including your complete financial profile. We will discuss your investment objectives, risk tolerance, time horizon and other important factors, before recommending a suitable investment strategy. Our clients know that Watts Wealth Management is always focused on their best interest, as a fiduciary.
Portfolio Management and Investment Strategy
Our investment management process utilizes a combination of active and passive strategies, which include stocks and bonds, Exchange Traded Funds (ETFs), mutual funds, and alternatives.
​Every portfolio is tailored to the individual client objectives and characteristics.
A DETAILED FINANCIAL MODEL THROUGHOUT RETIREMENT.
Developing Your Financial Plan
Financial Planning is an important element of the investment process. Our financial planning model identifies and integrates all aspects of your financial profile, including assets, liabilities, income and expenses and more. The process results in detailed estimates of your financial profile for each year, and calculates the probability of your financial well-being, throughout retirement.