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Wealth Management Benefits

June 1, 2017

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Extensive wealth management experience Thomas’ (Tom) love of investing began in fifth grade, when his parents encouraged him to meet with their stock broker. On the broker’s advice, Tom bought his first stock, Standard Oil of California which he actively monitored every day. Over time, Tom created his first portfolio of stocks. After graduating from Stanford University and Harvard Business School, Tom honed his investment experience through telecom and internet stock analysis and exploring alternative investments.

He also began managing his parent’s retirement money, his friends and other family members’ money and the non-investment aspects of his parents’ lives - ranging from financial planning, tax planning, insurance, trust and estate planning and healthcare.

Tom found it gratifying to be able to positively impact people’s lives through effective investment and wealth management services.

Tom’s professional career also flourished, including experience at major Wall Street firms including Bear Stearns and Merrill Lynch, and Management Consultants, McKinsey & Company. Tom was repeatedly elected to the Institutional Investor All-Star Team and named by the Wall Street Journal as a Home-Run Hitter for his stock picking record.

Watts Capital Partners – Committed to delivering a World Class Client Experience Tom founded Watts Capital Partners in 2008. The Firm is committed to consistently delivering a World Class client experience and represents Tom’s desire to apply his deep knowledge of the financial markets to positively impact individuals’ lives.

Watts Capital Partners serves family offices and institutional investors through a range of services including:

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