Our Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions we’ll ask to better understand you, your goals and your dreams. We may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and we’re committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

We’re here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

Honored to receive industry recognition

We are honored to announce that Phil Watson has been named one of Forbes Best in State Wealth Advisors for 2018. We are thankful to Phil's clients for their ongoing business and loyalty. This achievement reflects Phil's commitment to making a difference in the lives of each of his clients, who he looks forward to continuing to serve.

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Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced over a three year period, regulatory and compliance record, and credentials/years of professional experience. Portfolio performance is not a factor.

 
 

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)