Wealth Watch Advisors · Since 2015
Independent advisors, trusted third-party managers, and Charles Schwab custody — one platform for clients who want real diversification and advisors who want to stay independent.
Two audiences, one platform
The infrastructure, the managers, and the custodian are the same. The relationship is different depending on which side of the table you sit on.
For clients
Work with a local advisor backed by a team of institutional managers. Your accounts custody at Charles Schwab, your plan reflects your whole life, and your portfolio doesn't depend on a single manager's style.
For advisors
Affiliate with an SEC-registered RIA that handles compliance, technology, operations, and manager relationships — so you can spend your time with clients instead of vendors.
What we do for clients
A well-rounded plan, real diversification, and professional money management — in that order.
Every engagement starts with your Total Financial Picture — income, debt, retirement runway, protection, estate, and tax strategy. No product pushed before the plan is built.
Today’s markets are global. Your portfolio blends multiple asset classes and investment managers across the same account — not a single house view dressed up as diversification.
You shouldn’t be picking stocks in your spare time. We delegate management to institutional third-party managers with decades of track record, and monitor them on your behalf.
AI concierge
Trained on our team, our services, and how we work. Ask anything — and when you're ready to talk to a person, it'll point you to the right one.
Wealth Watch
Wealth Watch Advisor
Suggested
Investment managers
Our trading system blends model selections from multiple managers inside the same Charles Schwab account — so a single portfolio can hold the views of several firms, not one.
Wealth Watch Advisors
Managed by Taiber Kosmala
Taiber Kosmala
Bluerock Total Income+
Real estate income
Optivise Advisory
Wealth Watch Strategies
Zega Investments
Howard Capital
Why trust us
Schwab
Client assets custodied at Charles Schwab & Co., Inc.
One of the largest custodians in the industry — your accounts are titled in your name at Schwab, not held by us.
SEC
Registered investment adviser
Registered with the U.S. Securities and Exchange Commission. Form ADV and public disclosures on file.
10+
Years serving clients and independent advisors
Founded in 2015 in Englewood, Colorado. A second office opened in San Antonio, Texas.
Get in touch
Schedule a complimentary consultation. We’ll answer your questions and map out what a multi-manager approach would look like for you.
