MBA, Harvard Business School BA, Stanford University CDFA, CFP, CFA, CAIA Securities Licenses: 3, 7, 24, 63, 65, 79, 86, 87, 99
IDFA, CFA Institute, CAIA, Nature Conservancy, Stanford Alumni Organization, Harvard Business School Alumni Association, Harvard Club of New York City, Lotos Club, Financial Clinic.
Tom Watts leads Watts Capital Partners, LLC (WCP), an SEC-registered Investment Adviser based in New York City. WCP provides financial planning and investment management to guide clients through life transitions, including launching a career, marriage, starting a family, divorce, sale of a business, retirement, and inter-generational wealth transfer.
The firm's Divorce Wealth Management practice focuses on working with individuals, couples and attorneys to provide comprehensive financial planning before, during and after the divorce process.