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.


To help financially protect those who depend on you, we’ll identify your needs and then make recommendations that consider your goals, budget, and risk tolerance.

Get In Touch

Start your journey to financial success

Ready to take your first step toward a brighter financial future? Our experienced advisors are ready to partner with you. Reach out today to schedule your initial no-cost consultation.