Watts Capital Partners provides financial planning + investment management to high net-worth individuals and families. We also serve family offices and institutional investors through our tactical, real estate, and private equity offerings.

Financial Planning

We help our clients prepare for and navigate through life transitions like marriage, having children, selling a company, retirement, the passing of a loved one, or transferring wealth to the next generation. We also have special expertise in divorce financial planning. 

Investment management

Our investment strategies are tailored to the needs of each client. In addition to stewardship of our client’s core stock and bond portfolios, we differentiate ourselves through our experience in alternative investments – real estate, tactical trading, and private equity.

Private Equity

We offer private equity origination and sponsorship in both the real estate and technology industries through our affiliate Radiant Capital Partners, as well as other platforms. Regardless of the medium, Watts Capital Partners will be there to help your wealth grow.