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My Personal Data Room. Provide direction for today? Give you security in the future? Take risks that youre comfortable with? Minimize taxes and fees. Work for you, not your broker. Watts Gwilliam and Company provides investment management and advisory services to wealthy individuals and families. The firm was established to provide an investment environment removed from the many conflicts of interest that plague the brokerage community. Sign up to our newsletter.

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My Personal Data Room. Provide direction for today? Give you security in the future? Take risks that youre comfortable with? Minimize taxes and fees. Work for you, not your broker. Watts Gwilliam and Company provides investment management and advisory services to wealthy individuals and families. The firm was established to provide an investment environment removed from the many conflicts of interest that plague the brokerage community. Sign up to our newsletter.

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1 tell a friend

2 our team

3 our philosophy

4 our process

5 our services

6 overview

7 investments

8 ipom

9 ipom fact sheet

10 dynamic collars

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Home | Watts Gwilliam & Company | wattsgwilliam.com Reviews

https://wattsgwilliam.com

My Personal Data Room. Provide direction for today? Give you security in the future? Take risks that youre comfortable with? Minimize taxes and fees. Work for you, not your broker. Watts Gwilliam and Company provides investment management and advisory services to wealthy individuals and families. The firm was established to provide an investment environment removed from the many conflicts of interest that plague the brokerage community. Sign up to our newsletter.

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wattsgwilliam.com

1

Our Philosophy | Watts Gwilliam & Company

http://www.wattsgwilliam.com/our-philosophy

My Personal Data Room. Watts Gwilliam and Company. Provides investment management and advisory services to wealthy individuals and families. The firm was established to provide an investment environment removed from the many conflicts of interest that plague the brokerage community. Watts Gwilliam and Company leverages the experience of professionals who have dedicated their careers to advising wealthy individuals, families, trusts, and foundations in the United States. Wealth management expertise;.

2

Our Team | Watts Gwilliam & Company

http://www.wattsgwilliam.com/our-team

My Personal Data Room. Jeffrey S. Watts. Jeff received his B.A. from Brigham Young Universitys Marriott School of Management, with an emphasis in Finance. He enjoys waterskiing, working out, and reading. Jeff and his wife Kari have four daughters and a son. They reside in Gilbert, AZ. David B. Watts. Mark’s role with the firm is in the area of business development with a focus on individuals with concentrated stock positions as well as investors who are looking to generate additional income from a ...

3

Resources | Watts Gwilliam & Company

http://www.wattsgwilliam.com/resources

My Personal Data Room. Here are some useful resources to help you:. The Wall Street Journal. Smart Bond Investing Accrued Interest Calculator. 401(k) and IRA Minimum Required Distribution Calculator. 2730 S. Val Vista Dr., #124 , Gilbert, Arizona 85295.

4

Calculator Library | Watts Gwilliam & Company

http://www.wattsgwilliam.com/calculators

My Personal Data Room. Social security retirement income estimator. How does inflation impact my retirement income needs? Convert discretionary expenses to savings. How long will it take to double my money? How long until my savings reach my goal? Save now vs. save later. How much should I save to reach my goal? What will my current savings grow to? Calculate rate of return. How do taxes and inflation impact my return? What is my life expectancy? What are the chances of becoming disabled? Should I pay of...

5

Dynamic Collars | Watts Gwilliam & Company

http://www.wattsgwilliam.com/dynamic-collars

My Personal Data Room. A collar is an options trading strategy that is constructed by holding shares of the underlying stock while simultaneously buying protective puts and selling call options against that holding. Technically, the collar strategy is the equivalent of a out-of-the-money covered call strategy with the purchase of an additional protective put. Typical clients of the dynamic collar strategy include:. Clients looking to protect some of their existing equity allocation.

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watts-happenings.blogspot.com

update in progress...: Family Pictures

http://watts-happenings.blogspot.com/2008/12/family-pictures.html

Friday, December 12, 2008. We spent a fun afternoon begging. With our children to SMILE pretty for the camera. My friend Haleigh took our pictures at Seville Country Club and we got some really cute ones.I guess the "on the count of three everyone say CANDY" worked :) Lacey had the hardest time- if only she understood what "candy" meant! Before you start judging what kind of a mother I am- look at the pictures- it was worth it. Posted by Watts family. Subscribe to: Post Comments (Atom).

watts-happenings.blogspot.com

update in progress...: Many years later.....

http://watts-happenings.blogspot.com/2014/12/many-years-later.html

Sunday, December 07, 2014. It has been so much fun reading this old ratty blog! It may constitute as the only real journaling I did as a young mother which makes me sad but also makes me grateful that I have these memories. I may try to work thru the years but for now I'll post something current. It is now 2014. Our baby boy is 5. My little Lexi is 15 and life is full and busy. Posted by Watts family. Subscribe to: Post Comments (Atom). Best "how to clean your house" site. Best free LDS sheet music.

watts-happenings.blogspot.com

update in progress...: June 2008

http://watts-happenings.blogspot.com/2008_06_01_archive.html

Saturday, June 07, 2008. We stepped off the plane to SNOW! I only brought flip-flops so I kept laughing at myself being so unprepared. We froze the first day as we walked to classes in snow flurries but by the second day it was BEAUTIFUL with only snow in the mountains- so breathtaking isn't it? The mountains of course! We ended up staying the night at Jackie's- their house is amazing. I hope to return again next year-it was amazing! Posted by Watts family. Posted by Watts family.

watts-happenings.blogspot.com

update in progress...: More Cute Girls

http://watts-happenings.blogspot.com/2008/12/more-cute-girls.html

Wednesday, December 17, 2008. Here's two more great shots! Posted by Watts family. Your girls are so cute! What great pictures of all of you! These all turned out really cute-it helps that your family is way cute! Subscribe to: Post Comments (Atom). Best "how to clean your house" site. Best free LDS sheet music. Best LDS-help website EVER. Best Investment website EVER. Best Discount Shopping site.

wgwealthpath.com

About Us - Watts Gwilliam Path

http://www.wgwealthpath.com/about-us

Watts Gwilliam and Company provides investment management and services to wealthy individuals and families. The firm was established to provide an investment environment removed from the many conflicts of interest that plague the brokerage community. Watts Gwilliam and Company leverages the experience of professionals who have dedicated their careers to advising wealthy individuals, families, trusts, and foundations in the United States. Wealth management expertise;.

watts-happenings.blogspot.com

update in progress...: Thanksgiving X 2

http://watts-happenings.blogspot.com/2008/12/thanksgiving-x-2.html

Wednesday, December 10, 2008. We are so blessed to have both of our families in Arizona. We spent Wednesday evening with my parents enjoying (indulging) a traditional Thanksgiving dinner. Mom and Dad went all out and we left with leftovers (love those! Aren't those clouds cool? Posted by Watts family. Subscribe to: Post Comments (Atom). Best "how to clean your house" site. Best free LDS sheet music. Best LDS-help website EVER. Best Investment website EVER. Best Discount Shopping site.

watts-happenings.blogspot.com

update in progress...: Trying to catch up!!

http://watts-happenings.blogspot.com/2009/05/trying-to-catch-up.html

Monday, May 11, 2009. Trying to catch up! 160;PS. Due Date: September 12, 2009. Posted by Watts family. Boys are crazy, but fun. happy to see you post again! I am very excited for you guys! It will be fun to see what this little guy is like! Subscribe to: Post Comments (Atom). Best "how to clean your house" site. Best free LDS sheet music. Best LDS-help website EVER. Best Investment website EVER. Best Discount Shopping site.

watts-happenings.blogspot.com

update in progress...: April 2008

http://watts-happenings.blogspot.com/2008_04_01_archive.html

Sunday, April 06, 2008. As our oldest, Lexi has had the opportunity to try a lot of different activities. This past winter she participated in her school's running club and competed in four 2 mile races. She also played on a basketball team with her cousin Ashley. . I think she has decided that her favorite thing to do is sing Hannah Montana hits and play with her dog Max. I thought I would have more time to blog tonight- but Lacey just woke up and wants a mid-night snack. :). Posted by Watts family.

watts-happenings.blogspot.com

update in progress...: December 2008

http://watts-happenings.blogspot.com/2008_12_01_archive.html

Wednesday, December 17, 2008. Here's two more great shots! Posted by Watts family. Friday, December 12, 2008. We spent a fun afternoon begging. With our children to SMILE pretty for the camera. My friend Haleigh took our pictures at Seville Country Club and we got some really cute ones.I guess the "on the count of three everyone say CANDY" worked :) Lacey had the hardest time- if only she understood what "candy" meant! Posted by Watts family. Wednesday, December 10, 2008. Posted by Watts family. The next...

watts-happenings.blogspot.com

update in progress...: New Year...New Post

http://watts-happenings.blogspot.com/2009/01/new-yearnew-post.html

Sunday, January 11, 2009. New Year.New Post. 160;Time to update the blog.wish I had more time to post more pictures and things-but life is busy :) One of my goals for 2009 is to Prioritize what is most important and "essential" before doing the fun stuff. So.if I don't update often (enough) know it's because I'm doing a great job on my goal - or not :). Posted by Watts family. Jamie and Tessa Gissel. I love reading your blog! So, I hope you can prioritize and update at the same time!

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Home | Watts Gwilliam & Company

My Personal Data Room. Provide direction for today? Give you security in the future? Take risks that youre comfortable with? Minimize taxes and fees. Work for you, not your broker. Watts Gwilliam and Company provides investment management and advisory services to wealthy individuals and families. The firm was established to provide an investment environment removed from the many conflicts of interest that plague the brokerage community. Sign up to our newsletter.

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