The core belief of Watchstone is that satisfactory long- term returns come from owning a diversified, low cost, tax efficient portfolio based on an investor’s individual needs.
What We Do
A business relationship lives and breathes on trust and communication, so at Watchstone we need to understand our clients before the first dollar is invested. We will discuss your relationship to money and your hopes and plans for the future. We will gain an understanding of how the financial markets can help you meet your goals and always how to reduce risk.
The core belief of Watchstone is that the best way for individuals to build their financial futures is low-cost, tax-efficient institutional-style asset management in the context of wealth management. Watchstone pulls together the high service levels of full service brokerages with the lower cost structures of Charles Schwab and the registered investment advisor framework.
At Watchstone, we strongly believe that individual investors are poised to benefit from recent developments in the financial markets. More information, stronger regulation and above all the arrival of exchange traded funds have revolutionized investing and made institutional-style asset management available to all.