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Savvy tax planning and investment expertise combined to create personalized strategies that maximize your financial success.
Tailored Wealth Solutions for Affluent Individuals
Take control, grow your wealth, and secure your legacy.
Experience and Perspective
Years of experience, a team of passionate, service-minded professionals, and an approach backed by historical returns.
*The annual return for the S&P 500 Index from 1926 – 2023 is +10.0% with dividends reinvested.
Source: S&P data © 1926 – 2023 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.
Recent News
2025 Top Wealth Managers
Exciting News! We are pleased to share that The Watchman Group has once again been recognized by D Magazine […]
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From Panic to Peak: What Q2 Taught Investors
The second quarter of 2025 was a rollercoaster. Stocks dropped fast in April after new tariff threats, only to rebound […]
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Don’t Bet Against the Dollar: Why the Greenback Isn’t Going Anywhere
Every few years, the headlines start flying: “The Dollar’s Days Are Numbered.” Analysts warn of de-dollarization, rising foreign currencies, and […]
Read MoreThe Watchman Group is driven by a deep commitment to empowering clients to build and protect their legacies.
Our passion lies in creating meaningful, lasting impact through strategies that align with each client's unique vision and goals.