Yes. Wealth Watch Advisors is an SEC-registered investment adviser (RIA) and acts as a fiduciary on every client account, meaning we are legally required to put client interests ahead of our own.

At Charles Schwab & Co., Inc. — one of the largest custodians in the industry. Every managed account is titled in the client’s name at Schwab; Wealth Watch does not take possession of client funds.

Instead of applying a single house view to every portfolio, we coordinate a curated set of third-party institutional managers — growth, income, alternatives, and defined-outcome strategies — inside one Charles Schwab account, so portfolios are diversified across investment philosophies, not just asset classes.

Planning is delivered under a written agreement at a flat fee up to $5,000 per engagement ($500 for 529-only planning). Investment advisory fees on managed accounts are disclosed in Form ADV Part 2A and agreed in writing before any account is opened.

Account minimums vary by manager and strategy. An advisor will walk you through what fits your situation on a complimentary consultation.

Reach out via the contact form, call 855-822-3708, or email service@wealthwatchadvisors.com. We schedule a complimentary first conversation, then walk through a Financial Questionnaire and Risk Assessment before opening any account.

Yes. We run an advisor platform for independent financial advisors who want to stay independent while accessing Charles Schwab custody, institutional third-party managers, back-office operations, and ongoing advisor training.

Corporate headquarters at 8310 South Valley Highway, Suite 107, Englewood, CO 80112, with a second office at 300 East Sonterra Blvd, Suite 460, San Antonio, TX 78258. Office hours are Monday–Friday, 7:30 AM – 3:30 PM MST.