Watts Gwilliam & Co. - Financial, Investment and Retirement Counsel

Watts Gwilliam & Co. LLC
2730 S. Val Vista Dr.
Suite 124
Gilbert, AZ 85295

Phone: 480-889-8998
Facsimile: 480-889-8999
Toll Free: 888-324-8998

Many companies offer services that resemble financial planning. However, few are able to inspire clients to take action and cause the financial plan to take life. Watts Gwilliam & Company is different. We offer clients their own Personal Financial Home Page, creating a 24/7 internet connection between you, your advisors, and your financial data. Documents such as wills, trusts, tax returns, investment statements, as well as your family members’ most recent net worth statements are readily accessible at the click of a mouse. It’s a powerful, secure, and unique tool that combines information and communication for improved wealth management.

Benefits to Watts Gwilliam Clients:

Simplify your life with immediate access to all financial related matters in a single location
By organizing your finances you will have more time for the things you enjoy
Peace of mind knowing your financial plan is staying up-to-date
Online collaboration enables your team of advisors to work together on your behalf
Consolidation of financial information eases the transition in the event of death or disability
The asset aggregation allows you to manage risk and verify that your investments are working as one

Watts Gwilliam helps you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family.

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Watts Gwilliam & Co., LLC (“WGC”) is an SEC registered investment advisor located in Gilbert, AZ. WGC and its representatives are in compliance with the current registration requirements imposed upon registered investment advisors by those states in which WGC maintains clients. WGC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WGC’s website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of WGC’s website on the Internet should not be construed by any consumer and/or prospective client as WGC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute of for, personalized individual advice from WGC. Any subsequent, direct communication by WGC with a prospective client shall be conducted by a representative that is either registered, or qualifies for, an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WGC, please contact the state securities law administrators for those states in which WGC is registered. A copy of WGC’s current written disclosure statement discussing WGC’s business operations, services and fees is available from WGC upon written request. WGC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to WGC’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.