Advisor at Overwatch Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Overwatch Management
Location
Chandler, AZ 85286
Credentials
Series 63, Series 65
Industry experience
5 years
Kevin Goodwin is a financial advisor at Overwatch Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management, Citadel Financial Services, and Overwatch Management Group. In addition to his advisory role, he is a licensed insurance agent and principal at Overwatch Financial. Overwatch Management Group LLC provides discretionary portfolio management and financial planning services to individual and business clients, focusing on retirement, tax, and estate planning. The firm employs a long-term investment approach based on modern portfolio theory and offers ongoing monitoring and quarterly reporting.
Based on Overwatch Management
Based on Overwatch Management
Fixed fees between $0 and $5,000 for financial plans; $1,500 to $1,750 for revocable living trusts.
$0 - $1,000,000: 1.75% $1,000,001 - $2,500,000: 1.50% $2,500,001+: 1.25%
$175 to $250 per hour for limited scope financial plans.
2301 Stearman Dr
Chandler, AZ 85286
Alaska · Arizona · California · Idaho
AE Wealth Management, LLC
2022 - 2022 (1 year)
Overwatch Management Group LLC
2019 - Present (7 years)
Citadel Financial Services
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Woodmont Financial Partners LLC
I’m Paulo Lopes, an environmental attorney turned CERTIFIED FINANCIAL PLANNER® professional and the founder of Woodmont Financial Partners. Most people I work with are DIY investors, high earners, and business owners who want a clear plan and an objective second set of eyes, without commissions or an asset-based fee. You should not have to hand over your investments to get good advice. My work is tax-aware and practical. We focus on the decisions that move the needle, including multi-year tax planning, withholding and estimated tax planning, Roth conversion strategy, retirement and Social Security planning, and estate planning coordination (beneficiaries, trusts, and POAs, plus the questions to take to your attorney). On the investment side, I help clients build a long-term allocation, improve tax efficiency, and set a rebalancing approach they can actually follow. I also help clients think through small business and real estate decisions where taxes and cash flow matter. We start with a short intro call. If we decide to work together, I will outline the scope, deliverables, and the next step in plain English. Meetings are virtual, with in-person options when it makes sense. I’m based in Arizona and work with clients nationwide.
CFP®, Series 63
Queen Creek, AZ
Flight Capital Management, LLC
CFP®, Series 63, Series 65
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Estate & Retirement Strategies LLC
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