Watts Gwilliam &
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance · 2 Employees
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About
Watts Gwilliam & Co. is a full service wealth management firm. Our focus is constructing customized investment portfolios offering diversification across many asset classes. Many of our clients are current, or former, C-Level corporate executives, and upper management, who acquired their wealth through their employer's publicly traded stock. Additionally, we created and have been running a covered call strategy called IPOM (Income Producing Options Model) for 11 years. For more information please visit our website.
Website
Year Founded
2004
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Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
2730 S. Val Vista Dr.
Ste 124
Gilbert, AZ 85295, US
Keywords
Concentrated StockCovered CallsPortfolio ConstructioOption Tradingwealth managementmanagement and investmentmanagement financial planningretirement planning checklistcomplete securitywealth management strategies
Location
- 2730 S. Val Vista Dr. Ste 124 Gilbert, AZ 85295, US
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andywarhol@wattsgwilliam.com
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andy@wattsgwilliam.com
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warhol@wattsgwilliam.com
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