WE LOOK FORWARD TO HAVING YOU JOIN OUR FAMILY
WHAT WE DO for our Clients
We offer a wide variety of financial services to our clients through many trusted names in the industry. We like to think we're very bullish bears. We diversify with structured investments and specialize in sophisticated alternatives to the market. Third-party investment management, special partnerships, and technology help to enhance our clients’ understanding of their financial situation and guide them towards achieving their long-term goals with confidence.
Why the 401(k) Optimizer®?
Your retirement account can be among your most substantial assets. Unfortunately, the chances are high that you haven’t been actively managing your account. The 401(k) Optimizer®️ can help guide your investment decisions and help you prepare for your future.
BRINGING TOGETHER THE BEST UNDER ONE ROOF
Invest with trusted names in the industry and explore diversification. Our third-party managers and trading system allow for blending multiple investment model selections together across different managers in the same account.
WEALTH WATCH ADVISORS
MANAGED BY TAIBER KOSMALA
BLUE ROCK TOTAL INCOME + REAL ESTATE
MANAGED BY TAIBER KOSMALA
REDWOOD IVESTMENT MANAGEMENT
HOWARD CAPITOL
ZEGA FINANCIAL
TAIBER KOSMALA
BROOKMONT
NAVIGO WEALTH MANAGEMENT
GUGGENHEIM
PANTHREX
Charles Schwab & Co., Inc.
Managed assets under Wealth Watch Advisors are custodied by Charles Schwab & Co., Inc. (Schwab). Schwab is among the largest financial custodians in the industry.
Investment advisory services are offered through Wealth Watch Advisors, an SEC registered Investment Advisory Firm. Wealth Watch Advisors is independent of Silverback Financial. Please note that registration with the SEC does not guarantee the success of any investment strategy.
Copyright 2023 - Wealth Watch Advisors (WWA) is an SEC registered investment advisory firm and only transacts business in states where it is licensed to do so or exempt from registration. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download our Privacy Policy, Disclosures, ADV Part 2A, and ADV Part 3 CRS by clicking here