Your Future is our success

Retirement

We take into account all your goals and situation to craft a portfolio perfect for you.

Our Team

We have the largest and most experienced investment team in the tri-county area.

Innovative

We use the latest technology and tools to provide you the opportunity to have transparency and control over your future.

“Watertown Wealth Advisors has been managing our business investments for over 20 years and we don’t know what we’d do without them.” – Benjamin Jarvis Flatplains Construction Consortuim

  • 8 registered investment advisors
  • High degree of experience in all forms of investing
  • Risk based portfolio rebalancing
  • Available in person and phone
  • Based locally since 1999