Few financial services demand a more comprehensive approach to planning than the passing of business responsibilities from one generation to the next. As whole service financial providers, Watt Carmichael’s personalized support streamlines much of this demanding process.

In every service we provide, we look to client needs to guide our activities. Regardless of the duties we undertake, Watt Carmichael will always manage your capital as well as your non-financial resources, such as time and energy, in the manner that that best serves and respects the results you desire.

This approach includes:

• Customized reporting and documentation: What you want to see, when you want to see it
• Direct access to the people who manage your money and counsel your decisions. No buttons to be pushed, no hand-offs to people you have never met, just answers and advice from those you trusted in the first place.
• We close the loop. Watt Carmichael will communicate directly with your attorneys, accountants and any other financial professionals to provide a seamless circle of service with as much or as little involvement as you choose.