About Us

We’re All About You!

Our team of private wealth managers focus on our valued clients!

Since 1991 we have learned the key component to successful financial partnerships is to truly understand you. Finances are a powerful and emotional component of modern-day life. Without capital, life can be challenging and stressful.

At Watson Investments, we believe wealth management isn’t just about numbers on a piece of paper –it is your life. Which is exactly why our services combine thoughtful and personalized portfolio strategies with advice, coaching, and resource support geared to your financial goals.

Whether it is your retirement, your children’s education, or your well-being; Watson Investments is all about you and your successes!


About Our Strategies

Following our 5 Step Process, our wealth management experts will evaluate life stages, risk tolerance, and aspirations to design an individualized portfolio. Making sure to explain technical terms in a way all can understand, open dialogue and transparency is the key to your better future!

When choosing Watson Investments as your trusted wealth advisor, you will be working with personable professionals that have your best interest in mind. The Watson team dedicates time and care to your well-being to bring you superior wealth management, advice, and comfort.

Watson Investments
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