The Watchman Group
The Watchman Group, Inc. is a fee-only investment management and fee-only financial planning firm that serves primarily high-net-worth individuals in their pre-and post- retirement years. Our mission is to help individuals take control of their ‘financial future’ by properly educating, motivating and positioning them for success. Our team is devoted to providing a high level of customer service and places a special emphasis on developing a personal relationship with our clients. Most importantly, we pride ourselves on being able to offer independent and unbiased financial advice as well as customized investment portfolios specifically crafted for each client’s needs.
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Verified contacts
6
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
94
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- CT
Chris Troseth
Senior Wealth Manager · Finance & Accounting
EmailPhone - MR
Mark Robinson
President · General Business & Management
EmailPhone - MF
Matt Fitzsimmons
Managing Partner Senior Wealth Advisor · Finance & Accounting
EmailPhone - AH
Andrew Herzog
Associate Wealth Advisor · Finance & Accounting
EmailPhone - TG
Tyne Green
Client Services Associate · Other
EmailPhone
Showing 5 of 6 verified contacts
Top roles at The Watchman Group
5 distinct titles indexed · top 5 shown.
- 2associate wealth advisor
- 1client services associate
- 1managing partner senior wealth advisor
- 1president
- 1senior wealth manager
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