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About Us

We recognize the importance of our fiduciary responsibility to provide our clients with prudent investment management, without any conflicts of interest. As an independent advisory firm, Watts Wealth Management is solely focused on serving our clients needs, and acting in their best interest. 

Our Guiding Principles

Watts Wealth Management adheres to the following principles:

  • Put the client's best interest first.

  • Act with integrity, prudence and transparency.

  • Listen attentively to fully understand the client's objectives and needs.

  • Take a broad approach for sustainable solutions.

  • Discuss reasoning for recommendations.

  • Be cognizant of market trends and economic outlook.

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Our Partners

Sowell Management serves as our RIA partner, providing regulatory compliance, technology solutions, integration and support, and other administrative services. Sowell was selected after diligent consideration.

Registered Investment Advisor (RIA)

Charles Schwab & Company is the custodian of client assets. Schwab is the industry leader, supporting more independent advisors than any other custodian.

Custodian of Client Assets

Meet Your Advisor

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Larry Watts, CFA®, CPFA

Larry has forty years of experience working in the financial services industry. During the last seven years, his activities have focused exclusively on providing advice and services for individual clients and for employer sponsors of employee 401(k) plans. His prior experience includes advising bank-employed advisors; analytical responsibilities in corporate finance; 20 years providing advice for professional investment managers and analysts in New York City.

 

Larry's professional experience and educational background are well-suited to his role as a trusted, independent, Fiduciary Financial Advisor 

He holds Master of Business Administration and Bachelor of Science degrees from the University of Arkansas.

Larry furthered his education through the CFA Institute, attaining the Chartered Financial Analyst (CFA®) charterholder designation.

Additionally, Larry holds the distinction of Certified Plan Fiduciary (CPFA), for qualified advisors to employer-sponsors of employees' 401(k) plans.

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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