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 provides financial planning, wealth management, and investment management to a mix of U.S. and non‑U.S. clients, including business owners, Gen X/Gen Y professionals, individuals and couples navigating divorce, and families focused on retirement, tax, and legacy planning. Its planning services cover cash‑flow, tax (including non‑U.S. tax planning), risk management, retirement, charitable gift and legacy planning, and implementation of employee retirement plans where relevant. The firm combines long‑term core allocations with tactical and alternative strategies, offering proprietary quantitative tactical models (WattsPreston Disruptive Stock Strategy and Watts Tactical Growth Strategy) alongside allocations to real estate, private equity, private credit, hedge funds and digital assets. Watts Capital discloses the use of active trading techniques — including short‑term trading, margin, and options writing — and that it may employ derivatives within separately managed accounts; it also states it may accept performance‑based fees for certain investments, practices that are less common among similar team firms. Noteworthy features in the brochure include an explicit digital‑asset competency (DACFP credential and digital‑asset services) and a stated emphasis on tax planning for non‑U.S. investors, as well as a willingness to deploy less‑liquid alternative investments on a non‑discretionary, client‑approved basis. The firm requires clients to use its recommended custodian rather than permitting client‑directed brokers and discloses potential conflicts such as outside compensation and personal trading by representatives, which it documents and monitors.

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.