Our most treasured asset is our clients’ trust


How we work

I help high net worth individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth. I customize my approach to help meet the individual needs of every investor. Clients are provided with important concepts needed to help them achieve their investment objectives while at the same time positioned to minimize risk. The key component of my service is comfortability. My clients must have a level of comfort that helps ensure peace of mind and confidence that their portfolios are positioned to achieve their long-term investment objectives. Clients must be at ease with my oversight of all the tasks entailed in the supervision of their portfolio. Use of advanced investment planning techniques, along with the willingness to work in conjunction with a client’s tax or legal advisor, provides the framework for a well organized approach to investing.


Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Contact

Kerrville location:
819 Water Street
Suite 100 
Kerrville, TX 78028

(830) 896-8772

Latest Insights

London skyline

One year in: The Labour Party’s report card

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

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Disclosures

Kenneth Lee Watson is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, IL, KS, LA, MI, NC, NM, NY, OH, OR, PR, SC, TX, UT, VA, WA, WI.