About Waterstone

Have you planned for retirement? We're one of Tulsa’s premier #Investment Couple / Featured Nationally on FOX Business News, Wall Street Journal, CNBC & more!

With more than 12 years of experience in wealth management, Waterstone Private Wealth Management is the principal provider of comprehensive services to help work toward the unique risk-management needs of retirees and pre-retiree's.

Waterstone Wealth's innovative, strategic, and tactical financial consulting was developed to potentially enhance protection of, and minimize threats to, personal wealth. With access to investments through LPL Financial (the nation's largest independent broker-dealer based on revenue as reported by Financial Planning magazine, June 1996-2013), the Waterstone team is equipped to develop comprehensive and innovative financial strategies to align with your personal financial goals.

The team at Waterstone Wealth understands that discussing investments can be overwhelming and confusing. That's why we take the time to explain complex investment topics in a unique way, resulting in nearly everyone understanding the concepts. In other words, we've got your back.


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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA / SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
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This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. ©mmxvii Waterstone Private Wealth Management. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.
Additional information about CWM, LLC and our advisors is also available online at www.adviserinfo.sec.gov or http://brokercheck.finra.org/. You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.

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