WATSON WATSON FINANCIAL SERVICES
Personalized financial planning and asset management solutions to help meet your unique needs.
Watson Watson Financial Services provides financial planning services and education—including risk management, asset management, and portfolio construction—to help you reach your financial goals at every stage of your life.
Financial Solutions
Helping You Achieve Your Financial Goals
It starts with relationship building. Before recommending solutions, we spend time getting to know you and learning about your financial concerns and objectives.
Most people’s life plans directly correspond with their financial goals—whether you want to be financially independent, ensure your family and loved ones are financially protected, create a college savings plan for children and grandchildren, or build a legacy for your family or favorite charities.
Once we determine your financial goals, we use a structured, personalized five-step process to help you achieve them.
Our Founders
Meet the Watsons
Peter Watson CFP®, ChFC and James Watson are passionate about helping you achieve your financial goals. With their combined experience as Financial Planners, they develop strategies and solutions to help guide individuals and small business owners on a variety of financial issues—including wealth management, portfolio implementation, legacy planning strategies, asset allocation, life insurance, long-term care insurance, and estate planning strategies.
Our Services
Empowering Your
Financial Future
Using an integrated approach, we learn about your objectives and then customize an integrated plan to help you achieve financial freedom.
Financial Planning
Using a holistic approach, we learn about your objectives and then customize an integrated plan to help you achieve financial security.
Wealth Management
With your financial goals in mind, we tailor solutions—including risk and asset management, portfolio construction, tax optimization, and estate planning strategies—to help you grow and protect your assets.