Book a Meeting

The first step is an introductory call with one of our Wealth Managers. During this time, we’ll discuss your needs, determine if we are a good fit for one another, and outline how our team can provide support tailored to your financial goals. 

Select a time below to schedule your complimentary consultation with our Managing Partner, Jennifer Watson. If you can’t find a suitable time or require immediate assistance with a financial matter, please email info@watsoninvestments.com.