Wealth Management

Contact Us

Tel.
781-398-0017


Fax.
781-398-0019


Email.
info@watchcityfinancial.com

967 Main Street
Waltham, MA 02451

About Watch City Financial Group

Vision To be the most trusted for our professional knowledge, integrity, and personalized service.
   
Mission To inspire our clients to make informed decisions through education, communication, and service that exceeds their expectations.
   
Who We Are We are a financial services firm specializing in customized financial advisory services such as wealth management, retirement income planning, and other investment products.
   
What We Do We present complex financial information in layman's terms, giving our clients a wealth of knowledge - as well as a superior level of customer service - that they cannot find elsewhere. We seek ways to help maximize our client's investment income with a minimal amount of risk, and create effective strategies that will help preserve their wealth during their lifetime and to potentially pass it on to their children, church and/or charities.
   
How We Do It We help our clients reach their goals by listening, learning and understanding their financial needs; by being an expert in the wealth management industry; and by providing suitable and timely portfolio recommendations.
   
Why We Do It We do it because we want you to retire on YOUR terms.