When Jan joined the Angus Watt Advisory Group in 2002, she brought with her over 25 years of experience in accounting, personal tax, insurance, and wealth management, and has the skills and versatility to be a comprehensive resource for client investment and tax needs. In 2006 she became a partner, along with Angus and Jane, of the Angus Watt Advisory Group.
Jan understands that financial planning is a cornerstone of the complete wealth management picture, so she ensures that clients have a plan that is customized to their needs, goals, and comfort level. Her to-the-point approach accentuates her focus on client best interests and her ability to cut through the noise to get to the heart of the matter. Her expertise means you receive superior wealth management services.
Jan enjoys her time off work at home on the acreage, quilting, gardening, and wildlife watching.
Why choose the Angus Watt Advisory Group?
“Every plan is customized for each client, and we’re here to provide the comfort that each client deserves. We really do care about your overall well-being.”