The Watts Group can help you put a plan in place that leaves you free to enjoy your life without worrying about your finances. As a family-run business, we succeed when you succeed, which means that everything we do will be in your best interest. We keep our client list small, so that our service level and attention to detail remain as strong as possible - and so that working with the Watts Group always makes you feel like part of the family.

Our experienced, multigenerational team can work with your family now and well into the future.

• A former bond trader, Marty Watts has worked in finance for more than 30 years, and prides himself on helping his clients navigate life’s challenges.
  “Your word is your bond. You can't be weaselly, and you have to look people in the eye and tell the truth.”
• After working with high-net-worth clients on areas like cybersecurity and corporate due diligence, Brendan Watts joined his father’s team in order to make an impact with more people in their daily financial lives.
  “I aim to continue the success that my dad has had here at Baird both for our current clients, and their next generation.”

Relying on the principle of “stay the course,” everything we do for our clients is with the long term in mind.

• As long-term investors, we focus on making sound, unemotional decisions about the market.
• We keep a long-term vision in mind because of our belief in the market and the principles and strategies that have been proven over time.
• We understand that our clients’ biggest fear is outliving their money in retirement.
• We strive to understand every aspect of our clients’ lives, beyond just their financial situation, so that we can help them achieve their goals.

Our clients range from ordinary families to high-net-worth clients, and we have the experience and breadth of services to take care of all of them.

• We have helped several clients successfully handle their stock options or large shareholder positions from startups and other fast-growing companies.
• Our family-oriented practice is designed to provide continuity to your family, now and through future generations.
• With professional experience in cyber security, we are equipped to help clients keep their assets and identities safe.
• We are always working in our clients’ best interest, even when it may be against the interest of our own bottom line, such as holding accounts at places other than Baird. We do what’s best for you, not what’s best for Baird.