Worried you have too much of one stock? There’s always the chance you could lose significant portions of your wealth if your holding depreciates. So how can you protect against this without selling the position? Read our free guide for investors with more than $500,000 in one stock who wish to potentially diversify their holdings, generate income, and reduce downside risk. 📖 Download the guide: https://bit.ly/4jH4nwZ
关于我们
Watts Gwilliam & Co. is a full service wealth management firm. Our focus is constructing customized investment portfolios offering diversification across many asset classes. Many of our clients are current, or former, C-Level corporate executives, and upper management, who acquired their wealth through their employer's publicly traded stock. Additionally, we created and have been running a covered call strategy called IPOM (Income Producing Options Model) for 11 years. For more information please visit our website.
- 网站
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http://www.wattsgwilliam.com
Watts Gwilliam & Co.的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Gilbert，AZ
- 类型
- 私人持股
- 创立
- 2004
- 领域
- Concentrated Stock、Covered Calls、Portfolio Construction和Option Trading
地点
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主要
获取路线
2730 S. Val Vista Dr.
Ste 124
US，AZ，Gilbert，85295
Watts Gwilliam & Co.员工
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David Watts
Founding Member, Watts Gwilliam and Co. Looking to connect with corporate upper management and investment professionals
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Jeff Watts
Founding Member,Watts Gwilliam & Company-Looking to connect with corporate upper management and investment professionals
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Ben Cooper
Investments, Wealth Management, Asset Management
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Mark Vest
Investment Advisor at Watts Gwilliam & Company
动态
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Have you adjusted your contributions to retirement accounts for 2025 yet? While you can still make 2024 contributions to several types of accounts until Tax Day, it's also important to have a plan for 2025 contributions, especially if you're already close to contribution limits for accounts like your 401(k), Roth IRA, or HSA. We cover the contribution limits of key investing accounts, and if, or how, they've changed for 2025 in this piece. Read: https://bit.ly/413jR62
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Do you have plans for charitable giving as part of the legacy you want to leave? There are ways to accomplish charitable giving that provide more benefit than the altruism of the act itself. By incorporating giving into your estate plan, you can: ▪️ Potentially reduce estate taxes ▪️ Align your legacy with your values ▪️ Engage future generations of family in giving Learn about five tips for incorporating charitable giving into your estate plan. Read: https://bit.ly/433imau