Strategic Wealth Management.
Relentless Tax Efficiency.

Tailored solutions for
high-net-worth individuals.

As Seen In

Savvy tax planning and investment expertise combined to create personalized strategies that maximize your financial success.

Experience and Perspective

Years of experience, a team of passionate, service-minded professionals, and an approach backed by historical returns.

Average years of Experience Per Senior Advisor
%
Long-term annual return for stocks
+
Years in business

*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

A large cargo ship filled with colorful shipping containers sails through deep blue ocean waters. On the left side of the image, white text reads: "TARIFFYING: WHAT'S GOING ON WITH MARKETS AND WHAT IT MEANS FOR YOU." The logo for The Watchman Group is placed above the text.

Tariffying: What’s Going On With Markets and What It Means for You

May 29, 2025

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

April 8, 2025

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

October 28, 2024

It has been quite an eventful two years. In October 2022, we wrote to you during a bear market in […]

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The 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.

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