“Founded in 1976, we are proud to be an early pioneer of fee-only and independent investment advice.”

- Jon Rugg, President


Services

 

Corporate Services

We offer full Corporate Services geared towards business owners and key executives looking to make the most of their corporate structure. From qualified Retirement Plans to Executive Financial Planning - our team has years of experience serving the needs of executives.

Wealth Management

We build modern, cost effective investment plans rooted in academic theory and practical real-world experience. From investor services to comprehensive financial planning to get you on track to reach your goals. Our leadership team has a diverse background ranging from academia to Wall Street.

 
 
 

Our Mission

We are committed to doing what is right for our clients. If we believe an investment is better off where it is now - we’ll tell you. Our firm was built on the idea that doing the right thing earns trust. We are proud to continue carrying this legacy into future and these changing times.

 

About Us

WatchTower Advisors, LLC

We are a private investment advisory firm registered with the SEC under Charlesworth & Rugg, Inc., dba WatchTower Advisors, LLC. Since 1976 we have specialized in managing portfolios for individual investors, corporations, retirement plans, trusts and foundations.