Watson Capital Management, Inc. is an independent, fee-based Registered Investment Advisory firm providing discretionary wealth management services to institutions, high net worth and ultra-high-net-worth individuals and families.

Why Watson Capital

Founded in 1995, Watson Capital is a premier, boutique wealth management practice offering clients broad experience and high-end service. Our goal is to build lifelong relationships, providing a personalized approach to wealth management built around the goals and values of our clients.

Modern Wealth Management ° Timeless Investment Principles

A top priority is helping clients simplify and navigate a broad spectrum of complex financial issues. To this end, we utilize highly secure, state-of-the-art, best-in-class technology in our investment management processes and offer clients related digital technology to monitor investments in real time.

To drive financial success, we apply a disciplined investment process, aligned with each client’s long-term objectives, and custom tailored to their individual risk tolerance and unique needs and circumstances.

The Watson Capital Difference

Watson Capital helps clients manage their entire financial and investment ecosystem via engagement and close collaboration with a network of specialized professionals across the country, including tax advisors, trust and estate attorneys, insurance advisors and banking executives. Additionally, Watson Capital has been affiliated for over thirty years with the institutional division of Charles Schwab - the largest investment custodian, with over $5 trillion in assets and more than 1,800 service professionals.