What We Do
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.
A business relationship lives on trust and communication. At Watchstone we work 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 understand risk.
To Watchstone clients, wealth management means situating investments in the deep framework of an individual's or a family’s financial life. While an investment portfolio is often the most important piece of the puzzle, it is just one piece, which will only fit into the larger puzzle if we understand the shape of the other pieces.