Les Watson, CFP®, CPWA®, CIMA®, RMA®, CEPA®, RICP®, TPCP®
I help clients build a Healthy Plan so they can live a Wealthy Life™.
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Serving Clients Nationwide
I help clients build a Healthy Plan so they can live a Wealthy Life™.
Areas of Focus
- Business Owners
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Social Security Optimization
- Taxes
About Les Watson, CFP®, CPWA®, CIMA®, RMA®, CEPA®, RICP®, TPCP®
Hi, I'm Les Watson, Managing Director of Wealth Solutions and Certified Financial Planner™ (CFP®) at Yellowwood Wealth Solutions, a Financial Planning and Investment Management boutique in Charlotte, NC.I hold the Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®) and Retirement Management Advisor® (RMA®) designations awarded by the Investments & Wealth Institute™ (The Institute). I also recently acquired my Certified Exit Planning Advisor® (CEPA®) designation, helping prepare business owners for their transition into their next act or retirement.
I started my financial planning career with A.G. Edwards and Sons, Inc. from 2001–2007, and worked for Merrill Lynch from 2008 until 2018, when Jason and I opened the doors of YellowWood.
I take a Wealth Management approach with clients, getting to know their specific life, financial planning and investment challenges. After the initial strategy is in place, I communicate with clients on a regular basis to help make sure that changing circumstances haven't created a need to adjust the strategy. I excel at helping clients cope with the emotional aspects of investing, helping to keep their financial goals front and center even during times of tough market volatility and negative news in the media. I am a big believer in helping clients get the most out of life with the financial resources they have!
I recently completed the 12 course Ed Slott and Company's IRA Success Program through the American College of Financial Services®, giving me an advanced understanding of IRA Planning and its intricate nuances as it applies to preparing for Retirement.
I have taught the Investments course for the CERTIFIED FINANCIAL PLANNER™ program at both Queens University in Charlotte and at the University of North Carolina at Charlotte, and have enjoyed teaching the Dave Ramsey, biblically based financial planning courses over the years.
I have an M.B.A. with a Marketing concentration from Virginia Commonwealth University in Richmond, VA (my hometown), and double majored at Virginia Tech in Management Information Systems and Marketing.
I am 30 years happily married to my wife Robyn, and have one daughter, Taylor, currently living in Charleston, SC. I have enjoyed CrossFit and working out for many years and enjoy Virginia Tech football (Go Hokies!), live music of just about any kind, craft beer and any travel destination that features palm trees and temps above 80 degrees!
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
- Certified Investment Management Analyst (CIMA)
- Certified Private Wealth Advisor (CPWA)
- Retirement Income Certified Professional (RICP)
- Retirement Management Advisor (RMA)
- Tax Planning Certified Professional (TPCP)
Primary Location
1515 Mockingbird Lane, Suite 880, Charlotte, NC 28209
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. During our first conversation, we'll get to know you — your goals, your values, and where you are on your financial journey. From there, we'll walk you through our proprietary Healthy Plan process and discuss which of our service solutions best fits your unique needs. We look forward to speaking with you.Offers Investment Management
Yes
About YellowWood Wealth Solutions
At YellowWood Wealth Solutions, we believe everyone deserves a chance to strive for the financial freedom wealth can provide. Having access to financial advice and investment solutions can be crucial to your success. We engage with our clients in multiple ways because wealth management isn’t a one size fits all solution.Why Work With Us
Working with a financial advisor should be fun and fulfilling. After all, isn’t that what you want your life to be? We are a privately held, independent financial advisory firm built on financial planning and a team-based approach to working with clients. Our proprietary process, The Healthy Plan, is designed to build custom solutions for each unique relationship so your money can serve you best.
Approach
Our philosophy is to help clients focus on their goals and what will give them the greatest return on life.
Independent Fiduciary
Working with an independent fiduciary legally binds us to place your best interest first.
Expertise
Dedicated to providing sound financial planning services through ongoing learning and development.
Technology
We partner with leading technology developers to provide you sound advice and modernized tools.
Our Philosophy
We strive to help our clients align their financial resources with their values so they can live a full and meaningful life now and in the future. Healthy Plan, Wealthy Life™.
The Healthy Plan Path
We believe that with better guidance, you can live a better life. The Healthy Plan Path is a proprietary process we designed from years of experience working with clients to achieve their financial vision. Our customized solution to your unique goals creates a personalized roadmap to make the important financial decisions in your life. And because life can be crazy at times, we’ll put all of this in an organized binder for you, so your roadmap is always at your fingertips.
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Investment advisory services offered through YellowWood Wealth Solutions, LLC, a DBA of tru Independence Asset Management, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission.
Education
Virginia Commonwealth University, MBA, Marketing | Virginia Polytechnic Institute and State University, BS, Management Information Systems and Marketing
Hobbies and Interests
- Family
- Football
- Music
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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