In 2004, The Watchman Group was born out of a recognition that the financial advisory industry had a blind spot. Most advisors were solely fixated on accumulating assets, often missing out on the significant impact that effective tax strategies can have on their clients' wealth. We set out to change that paradigm. At the core of our service model is a commitment to thorough financial planning. We start our engagement by delving deep into our clients' long-term financial aspirations. Armed with a clear understanding of these objectives, we craft a tailored financial plan that covers all bases, from investments and desired cash flows to expenses and charitable goals. But we don't stop there; we analyze and evaluate the plan's potential for success, enabling us to fine-tune specific enhancements for different scenarios. Built upon our origins as a CPA practice, our company showcases a team that deeply understands the complexities of tax. Adapting to each client's unique needs is central to our approach, made even more complex by the ever-evolving tax landscape. What we've observed is that many individuals aren't proactively considering tax strategies. These can range from tax loss selling to efficiently structuring charitable donations, tactical Roth IRA conversions, and utilizing trusts for intergenerational wealth transfer. With the support of our in-house CPAs, we work closely with our clients' CPAs and estate planning attorneys, actively suggesting ways to optimize tax efficiency. This extends beyond mere investment strategies; it encompasses their entire financial landscape. Following fiduciary principles, we uphold the highest standards of trust and careful management when handling your assets. Importantly, all our revenue comes directly from our clients. We don't offer internal products that carry extra expenses, and we also don't take commissions or share fees with others. What makes us proud is being an independent, unbiased wealth manager—our focus is solely on supporting the best interests of our clients.
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