What Tom Brings

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Tom Watts has an impressive background that includes more than 30 years’ experience in investment analysis and portfolio management; holding multiple designations, such as the Chartered Financial Analyst® (CFA®), Chartered Alternative Investment Analyst (CAIA), and CERTIFIED FINANCIAL PLANNER™ (CFP®).

But, most importantly, Tom understands and shares our passion of helping people meet and exceed their financial goals. Through firsthand experience, Tom appreciates how difficult it is to navigate through tough financial situations and he prides himself on offering unique solutions to help. His expertise is certainly a welcomed addition to our extraordinary team – but his compassion and drive are his greatest attributes. We look forward to this new expansion to offer you, our clients, unique strategies and exemplary service.