About Waterstone
Waterstone Private Wealth Management is a premier provider of comprehensive services to help work toward the unique risk-management needs of retirees and pre-retiree's. They also provide specialized services for business owners, executives, and physicians. Their consultants offer access to investments through LPL Financial, the nation's largest independent broker-dealer (based on revenue). Ms. Hasty-Grant's innovative, strategic, and tactical financial planning is designed to potentially enhance protection of, and minimize threats to, personal wealth. Ms. Hasty-Grant and her team provide comprehensive and innovative financial strategies including asset management, retirement planning, and insurance, estate planning and strategic philanthropy. She has a unique way of explaining complex investment topics so that she can help nearly everyone understand the concepts. Her client base includes individuals, families, and small businesses across the United States. The retention of her clients is a direct result of her reputation for integrity and innovation understood by her clients and colleagues alike. Her concierge-level service provides her clients with the attention they deserve.
Before establishing Waterstone Private Wealth Management, Melanie was a practicing Licensed Professional Counselor and Marriage and Family Therapist for 11 years. Her experience helping individuals and families through life's crisis makes her a good fit for dealing with financial crisis situations such as divorce and death of family members. Estate planning and divorce attorneys, as well as, CPA's rely on her expertise to help guide their clients through these challenging times.