Our Firm
Welcome to Watts Capital Management.
We are a full-service financial firm committed to helping people pursue their financial goals. We believe that a financial plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.
Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Our independence enables us to establish working relationships with industry-leading investment firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.
We work exclusively on fee-based compensation. This approach takes commissions out of the equation and helps ensure that you receive professional advice that fits your custom needs and situation.