A complete list of active advisors currently associated with Watts Capital Partners LLC

Warmer can help you find a great advisor at Watts Capital Partners LLC or one who fits your needs even better.

Watts Capital Partners, LLC serves U.S. and non‑U.S. individuals, families, business owners, and enterprises — including Gen X/Gen Y professionals and clients navigating divorce — by providing financial planning, wealth management, and investment management services. Its planning services follow a documented four‑step process and include cash‑flow, retirement, business‑owner, income tax and charitable/legacy planning, with specific tax planning expertise for non‑U.S. investors. The firm implements individualized plans by allocating across Core strategies (factor‑tilted long‑term allocations), Tactical strategies (model‑driven, risk‑on/risk‑off timing) and Alternative strategies (real estate, private equity, private credit), and provides both discretionary management and non‑discretionary allocations for certain investments. Watts Capital runs proprietary quantitative tactical models (the WattsPreston Disruptive Stock Strategy and the Watts Tactical Growth Strategy) and employs trading tools such as options writing, margin and short‑term trading, including the use of derivatives in separately managed accounts. Distinctive features include the firm’s willingness to accept performance‑based fees for certain investments (typically products available only to accredited investors) and its explicit use of derivatives and options strategies, which are uncommon among similar team‑based advisors. The brochure also discloses related‑party financial arrangements involving an affiliate and a policy requiring reassessment after material financial events, a transparency point prospective clients may consider when evaluating the firm.

To learn more about the advisors currently working at Watts Capital Partners LLC, 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.