2902 Traylor Blvd., Suite 206, Rockport, TX 78382, US
Wealth Creation With Purpose
1 Timothy 6:17-19 ...Command them to do good, to be rich in good deeds, and to be generous and willing to share...
Our Services & Callings
Investment Banking & "Mailbox Money" Investments
Investment Banking & "Mailbox Money" Investments
Investment Banking & "Mailbox Money" Investments
From launching a new company to assisting in the sale of an existing company to investing in private equity, we look for value-added opportunities. We also invest in real estate "mailbox money" strategies for recurring cash flow with higher yields and tax incentives.
Equity-Based Lending in Texas and Colorado
Investment Banking & "Mailbox Money" Investments
Investment Banking & "Mailbox Money" Investments
When you need cash fast, we turn your equity into liquidity by providing specialized equity-based private lending on commercial, land, ranch and other non-owner occupied real estate assets in selective Texas and Colorado markets.
Charitable, Estate and Gifting Strategies
Investment Banking & "Mailbox Money" Investments
Charitable, Estate and Gifting Strategies
Creating "Wealth with Purpose" also means we get involved in developing and executing creative charitable, estate and gifting strategies to maximize your philanthropic impacts with the funds you allocate towards your favorite charities.
Recent Investments and Projects
Granado Estates - Robstown, Texas
Investment in a 62 lot development in a fast growing suburb of Corpus Christi, Texas, where the investors loaned the money to create a long-term "mailbox money" strategy with high, non-leveraged returns.
Moondog Restaurant - Fulton, Texas
Redevelopment loan for a kitchen and dining room expansion on a highly successful waterfront restaurant right on Aransas Bay.
Elk Camp Ranch - Saguache County, Colorado
Created a Charitable Remainder Unit Trust to maximize the charitable giving strategies for a family gifting program.
Our Team
Ron Watson
Ron got a BBA in Accounting from the University of North Texas and is a CPA in Texas and a real estate broker in Texas and Colorado, as well as a trained Mediator, with over 35 years of combined experience. He has been involved extensively with all aspects of real estate investment, development and lending, and has been a court appointed Receiver on several cases. More recently, Ron has moved into the private banking and equity arena, packaging and selling a refinery services business on the gulf coast, working on a state wide roll-up consolidation on an MEP service company, and helping launch a Windstorm Engineering company in Texas. Ron is personally involved in a substantial private lending portfolio of primarily real estate assets in Texas and Colorado, as well as managing his own portfolio of income producing properties. Ron is also involved in numerous charitable donations, estate and tax deferral strategies involving charities in both Texas and Colorado. You can reach Ron directly at rwatson@watsonadvisors.net.
Pat Montgomery
Pat acquired a BA in Political Science and English from Washington State University in 1961, and was a Distinguished Graduate in the Air Force ROTC Program. Following 6 years on Active Duty as a Regular Air Force Officer, Pat was hired by Pan American World Airways. He then finished out his Air Force career in the AF Air National Guard. He took early retirement as a pilot for Pan American World Airways, and completed a 20 year stint as an Air Force fighter pilot (attaining the rank of Lieutenant Colonel). Since then Pat has embarked on a varied and lengthy career in real estate development and marketing. This includes consulting in acquisition, feasibility, brokerage (including both marketing and sales) and project management of both land and residential projects. A full resume is available by contacting Pat directly at pmontgomery@watsonadvisors.net.
Client & Charity Links
