About Us

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.

Business size

1-10 employees

Commercial presence