We combine fundamental analysis with a low cost, diversified, common sense approach to build investment strategies to meet our clients' long-term goals. Our team merges estate planning, retirement planning, income needs, insurance and all other aspects of your financial picture to ensure you stay on track to meet your goals.
We maintain CPAs on staff and work closely with our clients' CPAs to implement proactive tax planning solutions that minimize tax expenses in the short and long-term. Certain clients require services that go beyond the scope of traditional wealth management including bookkeeping, document preparation, business consulting and more.
We maintain CPAs on staff and work closely with our clients' CPAs to implement proactive tax planning solutions that minimize tax expenses in the short and long-term. Certain clients require services that go beyond the scope of traditional wealth management including bookkeeping, document preparation, business consulting and more.
Services
Mark is a native Texan and has been an active participant in the investment community since 1995. He made his first investment as a college student and has over 20 years experience as a Registered Investment Advisor. He began his career as an investment research analyst and quickly advanced to a senior portfolio manager position at his prior firm before founding The Watchman Group in 2004.
Mark Robinson founded The Watchman Group in 2004 through a partnership with a former colleague and CPA who was preparing to retire. Mark recognized that most advisors were focused on gathering assets and were ignoring tax strategy as a means to add value for their clients. Partnering with an industry veteran who had already provided tax advice was the perfect means to create a firm that leveraged his skills in investment management.
Every investment plan begins with a conversation about goals, risk preferences and investment history. It is critical that the overall allocation and specific investments selected fit the unique circumstances of each client's financial plan. Our portfolios are built with a common-sense approach that keep costs low and focuses on maximizing after tax returns.
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