A complete list of active advisors currently associated with Watch Hill Financial Inc
Warmer can help you find a great advisor at Watch Hill Financial Inc or one who fits your needs even better.
Watch Hill Financial Inc. is an SEC-registered investment adviser that offers wealth management, financial planning, and standalone financial consulting, with discretionary portfolio management and periodic account reviews. The firm’s initial ADV filing reports no assets under management and no active advisors, but its brochure indicates it intends to serve a broad client base including individuals (both non‑HNW and high net worth), corporate and business clients, pension and profit‑sharing plans, charitable organizations, insurance companies, state and municipal governments, banking or thrift institutions, sovereign wealth funds, and other investment advisers. The firm describes a goals‑based, long‑term investment approach that uses macroeconomic, fundamental, cyclical and technical analysis to construct diversified portfolios across equities, fixed income, ETFs, mutual funds, listed options and select alternatives, with discretionary implementation for clients who grant authority. Watch Hill also offers written financial plans and consulting engagements and discloses that it may utilize independent managers and maintain custodial relationships with major broker‑dealers. Noteworthy aspects of the brochure include an affiliation with an independent CPA firm (Muth Financial, LLC) that may provide accounting and tax services to advisory clients, with the firm disclosing the related conflict of interest and mitigation procedures. The combination of that accounting affiliation, the unusually wide institutional client mix (including banks, sovereign wealth funds and other advisers), and the availability of fixed‑fee and hourly planning or consulting arrangements is uncommon for a firm reporting no active advisors or regulatory assets under management.
To learn more about the advisors currently working at Watch Hill Financial Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Richmond, VA
| 29
| |
Richmond, VA
| 4
|
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