Frank Waung's Contact Details

Frank Waung's Company Details

Watts Capital Group

New York, NY, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Watts Capital Partners, an SEC-registered Investment Adviser based in New York City, provides exceptional quality, comprehensive wealth management for individuals, families and organizations focused on achieving their financial goals. Watts Capital differentiates itself through its teams of experts with experience and training to serve clients with specific financial challenges, including families providing stewardship of their wealth for future generations, business owners, athletes and entertainers, and individuals needing expertise around financial matters related to divorce. For each Watts Capital client, available services include the following:- Investment Counseling (IC), - Advanced Planning (AP) - Relationship Management (RM) Investment Counseling (IC) includes:- Construction of client's portfolios to meet specific financial objectives.- Ongoing portfolio monitoring in light of changing market conditions and changing client needs.- Giving clients access to Watts Capital's exclusive or proprietary investments where appropriate.Advanced Planning (AP) includes:- Wealth Enhancement (WE): tax mitigation and cash flow planning.- Wealth Transfer (WT): transferring wealth effectively within a family or to others.- Wealth Protection (WP): risk mitigation, legal structures and transferring risk to insurance companies.- Charitable Giving (CG): tax-efficient charitable impact.Relationship Management (RM) consists of coordinating client's professional advisors (accountants, attorneys, insurers), as well as providing access to Watts Capital's network of elite service providers.We also differentiate ourselves by hiring, training, and creating an environment for exceptional financial advisors who adhere to a standard of excellence.