
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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Watts Gwilliam & Co. is a full service wealth management firm. Our focus is constructing customized investment portfolios offering diversification across many asset classes. Many of our clients are current, or former, C-Level corporate executives, and upper management, who acquired their wealth through their employers publicly traded stock. Additionally, we created and have been running a covered call strategy called IPOM (Income Producing Options Model) for 11 years. For more information please visit our website
Concentrated stock,covered calls,portfolio construction,and option trading
Watts gwilliam & co operates in the Financial services industry.
Watts gwilliam & co's revenue is 11m - 100m
Watts gwilliam & co has 11 - 50 employees.
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