Our Approach to Wealth Management

Financial Planning

Our team will work with you to understand your goals, then create a plan and roadmap designed to help you achieve them.

As your life, needs and goals change over time, we’ll update your plan and provide guidance to help you stay on track.

Learn More

Investment Management

We’ll create and individually manage customized portfolios to address your goals, based on financial and investment plans we develop for you.

Our personalized portfolio management approach sets us apart from many other firms and offers you valuable benefits.

Learn More

Your interests come first

As an independent fee-only registered investment advisor,
we provide objective financial advice and investment management.

We don’t sell financial products or earn product commissions –
unlike many other firms, we have no conflict of interest
in selecting investments for your portfolio.

Access Your Full Financial Picture Anytime, Anywhere

  • The Watchman Group Total ViewTM
    Personal Financial Dashboard

    Simplicity + Clarity + Convenience

    We’ll offer you, as our client,
    the option of using a personal financial dashboard

    • See a private, current, consolidated snapshot of all your personal financial accounts and information in one convenient place online. Easily track information about your investments, retirement accounts, insurance policies, checking accounts, credit cards, loans, budgets, spending and more. Balances are updated daily.
    • Simply login to one website rather than shuffle through lots of paper statements or go to multiple websites requiring different login user names, passwords and security questions
    • Conveniently access your personal dashboard from your computer, tablet or phone

Contact Us to Learn More or Get Started

Contact us to arrange a complimentary consultation
to discuss your goals and ways we can help you
better manage your financial future.

Contact Us

Phone: 469-241-0122

Email: contact@watchmangroup.com

5045 Lorimar Drive, Suite 200
Plano, TX 75093

Based in Plano, Texas, our office is easily
accessible to North Texas residents in
Addison, Allen, Carrollton, Dallas, Frisco,
Lewisville, McKinney, Prosper and

We also serve clients throughout the U.S.


Tell a Friend

We invite you to tell a friend about our services if you'd like to suggest they consider us for their wealth management needs.

Click For Easy Email

5045 Lorimar Drive
Suite 200
Plano, TX 75093
Phone: 469-241-0122

Email: contact@watchmangroup.com

5045 Lorimar Drive
Suite 200
Plano, TX 75093
Phone: 469-241-0122

Email: contact@watchmangroup.com