WHY WATCHUNG WEALTH MANAGEMENT

Watchung Wealth Management (WWM) provides a client-centered environment with the resources and talent dedicated to supporting you as a financial advisor. We do this through the following support system:

¹2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

1. Comprehensive Support and Resources:

   We offer a comprehensive suite of support services and cutting-edge tools that streamline your workflow, enhance your productivity, and allow you to focus on what matters most—serving your clients. Wells Fargo Advisors Financial Network's independence provides access to a tier one investment firm with all its advantages. From robust investment research, portfolio management solutions and advanced client relationship management systems, the resources you need to excel in today's dynamic financial landscape are readily available.
   
   

2. Independence and Flexibility:

   We believe in the power of independence, and we champion your autonomy as a financial advisor. Joining Watchung Wealth Management means retaining your independence while gaining access to our vast network of industry experts, best practices, and compliance support. You have the independence to run your business, while benefiting from the collective wisdom and experience of a trusted partner.
   
   

3. Collaborative Culture:

   We foster a collaborative culture where financial advisors thrive. At Watchung Wealth Management, you become part of a vibrant community of like-minded professionals who share ideas, support one another, and elevate their collective knowledge. We offer you access to regular networking events, professional development programs, and mentorship opportunities to help you stay connected, inspired, and at the forefront of industry trends.
   
   

4. Brand Reputation and Credibility:

   Watchung Wealth Management is committed to having a solid reputation and unwavering commitment to ethical practices. Aligning yourself with our brand enhances your credibility in the market and provides your clients with an added layer of confidence. We believe our track record and reputation can help you attract and retain high-net-worth clients.
   
   

5. Competitive Compensation and Rewards:

   We recognize your hard work, dedication, and the value you bring to your clients. That's why we offer a highly competitive compensation package that rewards your performance and incentivizes your growth. Our transparent fee structure and flexible commission models align that your financial success with your clients' best interests.
   
   

6. Forward-Thinking Technology:

   Watchung Wealth Management embraces technological advancements that drive innovation and enable you to deliver exceptional service to your clients. Wells Fargo Advisors Financial Network is committed to maintaining industry leading planning resources and technology. From digital wealth management platforms to advanced data analytics, Wells Fargo Advisors Financial Network invests in state-of-the-art technology to help you stay ahead in the rapidly evolving financial landscape.
   
   

7. Seamless Transition and Onboarding:

   We understand that transitioning to a new firm can be daunting. That's why we provide comprehensive support throughout the onboarding process, with a goal of helping ensure a smooth transition for you and your clients. Our dedicated team of experts will guide you through every step, seeking to provide maximum satisfaction.
   
   
   
   
   

   Join Watchung Wealth Management and unlock the full potential of your practice. Experience the power of partnership, where your growth, success, and clients' well-being are our top priorities. Together, we will redefine wealth management and make a lasting impact in the lives of those we serve.

LOGISTICTS & INFRASTRUCTURE

Watchung Wealth Management provides a turnkey solution for you to optimize your practice.

ASSET MANAGEMENT

Wells Fargo Advisors Financial Network provides research, leadership thoughts, and client updates.

Discretionary risk-based models
• Dedicated staff for research, analysis, and due diligence of portfolio holdings.
• Active management, performance monitoring, and trading management.

Client-level account customization
• Inclusionary or Exclusionary client-level customization.
• Distribution management and investment implementation.

Monthly market commentary
• Engaging and relevant thought leadership through monthly commentary.

Sales materials
• Portfolio Fact Cards.
• Generation of custom sales materials for clients and prospects.

Solution filtering across non-discretionary investments
• Recommendations of available alternative investments, tactical positioning, and transactional opportunities.
• Such as: closed end funds, market linked notes, and syndicate offerings.

OTHER FINANCIAL CONSIDERATIONS

Benefits of moving from Employee (W-2) to Owner (1099) Income*

Your practice value moves from your employer to your personal balance sheet, which often results in a large transfer of wealth.


You gain greater control of your taxable income through allowable business related expenses such as travel, car lease/purchase.



You increase your pre-tax savings options such as the establishment of defined benefit options.



We will open an office near you, opportunities are available.

^{*Wells Fargo Advisors Financial Network and Watchung Wealth Management are not legal or tax advisors.}