Waterstone Private Wealth Management Community Support

Our commitment to service also extends into our communities. Many of our stakeholders actively volunteer or donate to various nonprofit groups and foundations. It’s ingrained in our firm’s culture to serve others as we strive to make a difference in people’s lives – and it inspires the work we do for our clients.

Character Coin

Character Coin

Melanie and Ken created the Character Coin program in 2007. They designed and minted coins and distributed them throughout their community through schools, churches, and the local chamber. It’s a “pay it forward” idea. The goal of the coin is to catch someone doing something good, give them a coin and recognize them for positive character and then ask them to pass it on.

In 2016, coins were presented to the Owasso Police Department and nearby Claremore Police Department in northeastern Oklahoma. To date, the program has distributed over 30,000 coins and has been implemented in Larkin Bailey Elementary School, The Owasso 7th Grade Center, Barnes Elementary, Bishop Kelley High School, Herald Elementary School, Marrs Elementary School, Mills Elementary School, The Owasso Mid-High School, Pamela Hodson Elementary School, Rejoice Christian School, Westside Elementary School and Zarrow International School. Plans are to continue expanding the Character Coin program in the Owasso area, as well as across the state and beyond.


Halloween Bash Charity Benefit

Waterstone hosts an annual Halloween Bash raising thousands of dollars each year to benefit local charities; Owasso Community Resources 2014, Night Light Tulsa 2015, and Community of Special Athletes 2016, where they raised just over $12,000. However, scope of their involvement doesn’t end with fundraising. Waterstone and its employees take an active role with these charities by volunteering with Night Light Tulsa’s area homeless community, as well as volunteering at the Oklahoma Special Olympics State Championships with Community of Special Athletes.