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