wattsgwilliam.com
Managing Your Finances
http://www.wattsgwilliam.com/managing-your-finances
My Personal Data Room. Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis. From mortgage payments to tax savings, we can help you manage your money as effectively as possible, given your personal situation. Financial Planning for Business Owners. Couples planning for a first child enter into a new l...
wattsgwilliam.com
Charitable Giving | Watts Gwilliam & Company
http://www.wattsgwilliam.com/charitable-giving
My Personal Data Room. Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in large part by those who want to give something back in appreciation for their contributions to the community or the individuals themselves. A remainder trust enables the donor to transfe...
wattsgwilliam.com
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...
wattsgwilliam.com
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.
wattsgwilliam.com
Investments
http://www.wattsgwilliam.com/investments
My Personal Data Room. At Watts Gwilliam and Company, we offer a highly structured investment process applied with rigor and diligence. Our process is guided by our investment philosophy—that objectivity, expertise and product independence are all absolutely necessary in order to design, implement and monitor an appropriate portfolio for your needs. We monitor client accounts with a careful eye to rebalancing with the objective of maintaining the risk control effects of asset allocation. The risk and rew...
wattsgwilliam.com
Our Services | Watts Gwilliam & Company
http://www.wattsgwilliam.com/products
My Personal Data Room. There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation. Products and services include:.
wattsgwilliam.com
Retirement Planning | Watts Gwilliam & Company
http://www.wattsgwilliam.com/retirement-planning
My Personal Data Room. Longer life spans can also translate into more health issues that arise in the process of aging. The federal government provides a safety net in the form of Medicare, however, it may not provide the coverage needed especially in chronic illness cases. Planning for long-term care, in the event of a serious disability or chronic illness, is becoming a key element of retirement plans today. Traditional and Roth IRAs. 2730 S. Val Vista Dr., #124 , Gilbert, Arizona 85295.
wattsgwilliam.com
Video Library | Watts Gwilliam & Company
http://www.wattsgwilliam.com/video-library
My Personal Data Room. 1 min and 13 secs. Learn why its better to seek financial advice from a fiduciary. 2730 S. Val Vista Dr., #124 , Gilbert, Arizona 85295.
wattsgwilliam.com
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;.
wattsgwilliam.com
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 ...
SOCIAL ENGAGEMENT