Whether you are a young professional just beginning to plan for your financial future or someone approaching or already in retirement we understand you have goals, plans and dreams for you and your family.
We work with individuals and families at all stages and believe that Building wealth is about more than just money. There is also the careful planning of projects at different stages of your life. You need an integrated approach in order to achieve your financial goals.
We offer the following services and we will tailor them to your specific needs:
Business owners and entrepreneurs have unique needs. The JMRD Watson Wealth Management Team understands that whether you are a professional practice, family run business or international corporation you will need a series of financial offerings tailored to your growing business.
As a business owner your wealth plan needs reflect that a significant portion of your wealth may be closely aligned with your business. For this reason, we feel your financial strategy should encompass your entire financial picture.
The JMRD Watson Team can help with this by offering the following:
Institutions and community organizations like hospitals, mutual insurance companies, foundations and estates often need professional financial management offered in a transparent and personalized way. We have provided complete and individualized help to a variety of these types of entities for many years.
Our fully customized approach can include: