Eagle Strategies
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Top advisor by experience at Eagle Strategies
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Gregory Watson
Financial advisor at Cedarwood Wealth
Based in Highlands Ranch, Colorado, Gregory Watson is a fiduciary financial advisor with 22 years of industry experience. Gregory has been with Cedarwood Wealth since 2025; before that, Gregory spent a year at J.P. Morgan Securities and three years at Citigroup Global Markets. Cedarwood Wealth offers financial planning and investment management and is paid through a percentage of assets.
One of 174 advisors with offices in Highlands Ranch, and one of 157 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 74% of advisors in Colorado
Office1745 Shea Center Drive 445, Highlands Ranch, CO 80129
FirmCedarwood Wealth
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.92 million
Advisors at the firm3
States licensed ?1 state
Services through Cedarwood Wealth
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2025 – nowCedarwood WealthCurrent firm
- Feb 2024 – Apr 2025J.P. Morgan Securities LLCPreviously
- 2014 – 2017Citigroup Global Markets Inc.Previously
Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gregory
How do I contact Gregory?
Call Cedarwood Wealth at (303) 351-6245 and ask for Gregory Watson. Gregory works from the Highlands Ranch, CO office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2004, about 22 years. More experience than 74% of advisors in Colorado.
What licenses does Gregory hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Cedarwood Wealth reports being paid by a percentage of the assets they manage. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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