Approach to wealth management

My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. My process includes:

  • Understanding Your Financial Objectives — I begin by listening to understand you and your financial objectives.
  • Gathering Your Current Financial Information — Together, I gather specific information on your financial picture.
  • Developing Smart, Time-Tested Strategies — Next, I analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing Thoughtful and Creative Solutions —I develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing Timely, Ongoing Service — I regularly review your situation to help ensure your financial objectives are being met.
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Value statement

Before making any recommendations, I personally meet with each client. Together, we will determine your goals and assess your risk tolerance. I'll then formulate a strategy with a Wealth Plan to help you reach those goals. We'll schedule regular meetings so you can stay on track, as your life events change. I understand that every client has different needs and a different tolerance for risk. With my holistic approach, I strive to help you meet those goals with an investment strategy you are comfortable with. Through regular contact, I'm able to give the high level of service my clients deserve.

Qualifications

Since 1997, I've been helping my clients manage their wealth, with a focus on meeting their financial needs. Prior to joining RBC Wealth Management in 2009 I was a Financial Advisor at Merrill Lynch and Smith Barney.

Personal

I am a lifelong resident of the Albany area and currently reside in Delmar with my wife of over 30 years. My interests after my family and career include volunteering, cooking, golf and classic cars. Over the years I have been involved in many community organizations including the Bethlehem PTA, Bethlehem Tomboy’s Softball, Empire State Youth Orchestra, Rensselaer County Land Trust, The Hudson Valley Girl Scouts, Bethany Hospitality House and the Northeastern Association of the Blind at Albany.

Let’s take the next step together

I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 518-432-5077, jim.watkinson@rbc.com, or fill out the form below to schedule a meeting. I look forward to hearing from you.