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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
Tariffying: What’s Going On With Markets and What It Means for You
At the start of 2025, things looked bright. The U.S. economy was strong, inflation was cooling down, and money was […]
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Securing Your Social Security: What the New Changes Mean for You
Big News for Public Servants: Social Security Rules Have Changed On January 5th, President Biden signed the Social Security Fairness […]
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2024 Market Update: Strong Growth Amid Uncertainty
It has been quite an eventful two years. In October 2022, we wrote to you during a bear market in […]
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.