James Watson's Contact Details

James Watson's Company Details

Watson Watson Financial Services

Olympia, Washington, United States • 3 Employees
Financial Services

At Watson Watson Financial Services, we work as a collaborative team to provide you with the necessary tools to help achieve your financial goals. We are a diversified asset management firm that provides risk management, portfolio construction, and financial planning services and education. Our team is committed to building relationships with our clients and listening to their concerns so we can help build solutions to provide peace of mind for loved ones and business partners.For most people, wealth is the means to attain what is most important to them, such as financial independence, college for children and grandchildren, or legacy building for family or charities. We use a structured professional approach designed to help turn your dreams into reality. Our personalized five-step process is designed to help our clients achieve their financial goals.Step 1: Current Situation AnalysisStep 2: Portfolio DesignStep 3: Investment Strategy Proposal (ISP) CreationStep 4: ImplementationStep 5: Monitor and SuperviseTogether we will help you make decisions based on your immediate and future needs. Our goal is to give you a vision of your financial independence by providing strategies to help you grow, manage, and preserve your assets.Contact us today to learn more.