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Business Consultation

Watts Wealth Management

Watts Wealth Management (WWM) is an independent investment advisor, 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 strives to act 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 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.

Financial Report

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.

Get In Touch

Send us a message below or feel free to contact us (501) 490-9494 or (501)-414-2135

Thank you for contacting Watts Wealth Management. We will be in touch soon!

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