Watts Gwilliam & Co. Email Format

Financial ServicesArizona, United States11-50 Employees

Watts Gwilliam & Co. is a financial services firm that provides comprehensive wealth management, focusing on constructing customized investment portfolios designed to diversify across multiple asset classes. The firm serves clients who are senior executives and upper-management, particularly those who accumulated wealth through their employer’s publicly traded stock, offering tailored strategies to manage and preserve that wealth. In addition to broad wealth management services, the company operates a covered call strategy known as IPOM (Income Producing Options Model), which has been in use for over a decade. Based in the Gilbert area of Arizona, Watts Gwilliam & Co. presents itself as a specialized advisor within the wealth management space, emphasizing personalized investment approaches. A notable recent development involves the firm reporting new positions in energy and telecommunications assets, reflecting active asset allocation activity.

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