JY
Jenny Yuan
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Work Experience
Company Details
2-10 Employees
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.
Year Founded
2004
Social Media
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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
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