Hazlett, Burt & Watson, Inc.

Overview

Established in 1883, Hazlett, Burt & Watson, Inc. is a privately owned financial services firm headquartered in Wheeling, West Virginia. The firm offers a broad range of services, including investment brokerage, portfolio and money management advisory services, insurance, and trust services through its affiliated companies. Hazlett, Burt & Watson, Inc. serves families, individual investors, and businesses across multiple generations, providing customized investment solutions aimed at achieving long-term financial goals. The firm employs approximately 30–32 professionals and emphasizes personalized service by working closely with clients and their other trusted advisors. The firm's investment strategy focuses on designing portfolio management strategies tailored to the individual needs of clients, including families, individual investors, and businesses. Hazlett, Burt & Watson, Inc. offers a diverse array of investment options, such as fixed income (debt and bonds), equities, real estate, commodities, hedge funds, private equity, and venture capital. The firm is involved in various investment stages, including early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. Geographically, the firm primarily focuses on the United States, with a broad industry focus encompassing technology, healthcare, real estate, financial services, consumer goods, energy, utilities, materials, telecommunications, media, transportation, industrial goods, consumer services, basic materials, and consumer non-durables. Hazlett, Burt & Watson, Inc. is a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and the Securities Industry and Financial Markets Association (SIFMA). The firm maintains its corporate headquarters in Wheeling, West Virginia, along with its affiliated trust company, Security National Trust Company. The company has branches in Huntington and Vienna, West Virginia; Barnesville, Ohio; and Lancaster, Pennsylvania. The firm's commitment to providing quality investment services has been recognized over the years, including the honor of ringing the closing bell at the New York Stock Exchange on August 12, 2003.