Watters Financial Services

Watters Financial Services (WFS) is a wealth management firm that provides comprehensive financial planning and investment management services. The firm primarily serves clients in the New York metro area but also has clients located elsewhere. WFS caters to individuals who have worked hard to achieve financial prosperity and are looking for expert guidance to manage and grow their wealth. The business operates in the financial advisory market, focusing on personalized financial planning and investment strategies. WFS makes money by charging fees for their advisory services, which include investment management, retirement planning, tax planning, and estate planning. The firm prides itself on its fiduciary responsibility, ensuring that all advice and services are in the best interest of the clients. The founder, Tim Watters, holds a Certified Financial Planner (CFP) certification and has extensive experience in finance and economics. WFS manages investments exceeding $150 million for over 100 clients.

Keywords: wealth management, financial planning, investment management, fiduciary, New York metro, retirement planning, tax planning, estate planning, CFP certification, personalized service.