Tim Watters has been a dedicated financial planner since 1986, driven by a simple principle: prioritize clients’ needs above all else. He holds an undergraduate degree in Psychology with a minor in Economics from the State University of New York and an MBA in Finance from Pace University. Drawn to this profession for its blend of continuous learning and positive impact on people’s lives, Tim has also earned the CFP® designation to enhance his knowledge base.

With 38 years of experience, Tim has guided clients through diverse financial planning needs, from college and retirement planning to business succession and complex estate planning. Specializing in multi-generational family dynamics, Tim believes empathy and patience are key to helping clients achieve their financial goals.

Tim is committed to crafting personalized plans tailored to each client’s unique situation. His advice focuses on reducing risk, enhancing wealth, safeguarding assets, and optimizing income and tax management. Tim’s mission is to provide unparalleled personalized service and strategic advice, helping clients achieve their financial goals with confidence and peace of mind.

Outside of work, Tim is an outdoor enthusiast who has hiked all of the Adirondacks and Catskills. He often leads outings for the Appalachian Mountain Club and enjoys canoeing with family and friends. Tim cherishes quality time with his loved ones, whether they’re out on the water or simply enjoying each other’s company.