Tax Planning
During our lives, income taxes are one of the largest expenses for most families.
A small reduction in income taxes can result in a substantial increase in savings and investing. We incorporate tax considerations in everything we do.
When it comes to trust & estate planning, income taxes are often the largest hurdle to passing our wealth where we would like it go. Watts Capital works with clients' accountants and attorneys to devise estate plans that achieve clients' objectives, while keeping the impact of taxes to a minimum.
Complimentary Second Opinion
Many individuals and families have strong, long-term relationships with their financial advisors. Others are comfortable managing their investments on their own. With no obligation, Watts Capital offers a complimentary second opinion on one's portfolio or financial plan.