Broker Check

About Waterstone

Mission Statement: At Waterstone Wealth Strategies, our mission is to guide you to a prosperous future through personalized, comprehensive planning & diligent protection of your assets.

We start our client approach with a strong desire and commitment to put our clients first. We do this in a few ways:

First, we listen, and we care. We are committed to understanding you, your specific situation, your goals and objectives. Our planning is tailored to fit the needs of our clients so we can confidently provide answers and solutions. We find joy in cultivating an atmosphere of abundance and love guiding others to financial stewardship. 
   
Second, we are independent, meaning we have no affiliation with any specific investment firm or insurance company. With our due diligence process, we thoroughly vet all our recommendations to make sure both cost and quality are in line with our clients’ best interest.
   
Third, we have a comprehensive approach. We will perform an in-depth analysis of your current financial standing, then measure this against your objectives. This will allow us to review and provide guidance in the following areas:

  • Estate Planning (Conversation and Distribution)
  • Asset Protection
  • Retirement and Fringe Benefit Planning
  • Wealth Accumulation Planning
  • Business Planning