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Watkinson Capital Advisors LLC is a family-run registered investment advisor, established in 2009, that specializes in creating tailored municipal bond portfolios for wealthy individuals, businesses, and family offices. Their focus is on delivering superior tax-free yields while ensuring the safety of capital through a personalized approach that emphasizes understanding clients' goals and objectives.
Utilizing technology and leveraging business relationships, Watkinson Capital Advisors aims to enhance investment performance, targeting an income increase of at least 15%. The firm prides itself on its commitment to offering a smooth and safe investment experience, distinguishing itself from the increasingly automated landscape of financial services.
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