Watt Carmichael is first and foremost a manager of private wealth. It is the foundation of our business and the service that has the most influence on the decisions we make as a company. Our principles, products and services reflect this truth.

Because your success is our success, literally, we do more than offer excellent service. We enter into a kind of partnership with our clients, acting as a steward of their capital and futures, guiding the long-term path towards meaningful goals, and communicating directly with your other agents of financial health to ensure the most complete, synergistic strategy available.

But this is a very general overview of Watt Carmichael's private wealth management philosophy. A more specific breakdown of our services would depend completely on each client. That’s because we look at each individual investor as a new beginning, with needs and goals particularly chosen by them – and with solutions, services and products specifically tailored by us.

Here are some of them products and services we offer to more effectively manage your capital:

• Investment for growth
• Investment for income
• Personalized Portfolio Management
• Retirement Planning
• Estate Planning
• Tax Planning