Gregory Watson is a financial advisor at Cedarwood Wealth with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at JPMorgan Securities, JPMorgan Chase Bank, and Citigroup. Outside of financial advising, he is the Director of Client Experience at Legacy Custom Signs and Graphics LLC, a signmaking and graphic design business. Cedarwood Wealth manages investment and planning relationships for individuals, families, retirement plans, trusts, charitable organizations, and corporations. The firm combines fundamental analysis and modern portfolio theory with a diverse investment mix and serves a range of clients including business development companies, offering both discretionary and non-discretionary management through a three-advisor team.

Jeffrey Bullock is a financial advisor with Cedarwood Wealth in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at JP Morgan securities LLC and J.P. Morgan Chase Bank, NA. Outside of his advisory work, he is involved as an investor and partial owner of a family investment company focused on dental centers and operates a small business coaching venture targeting construction industry owners. Cedarwood Wealth manages investment and planning relationships for individuals, families, retirement plans, trusts, and charitable organizations, overseeing approximately $213 million in assets across 111 client relationships. The firm employs a customized investment approach combining fundamental analysis, modern portfolio theory, and cyclical analysis, offering both discretionary and non-discretionary management along with comprehensive financial planning services.