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4 common mistakes people make with their first million

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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.

At Waterstone Private Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Waterstone Private Wealth we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

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    Our financial planning services are built on trust, transparency and accountability.

    Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

    Retirement Planning

    Whether you are still working or have already retired, a sound strategy is critical to your overall financial plan. Learn more

    Long-Term Care

    Long-term care insurance can help families manage the financial impact of home health care, assisted living or nursing home expenses. Learn more

    Estate Planning

    Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor will help ensure your financial success is shared with your family, friends and any charitable organizations you designate. Learn more

    Investment Management

    You require attentive and effective asset management to optimize your investment strategy. We construct each investment portfolio after an analysis of your risk tolerance, investment objectives and retirement time frame. Learn more

    Risk Management

    Protecting yourself, your loved ones, your home or your business against unexpected events is a fundamental aspect of financial planning. Learn more

    Education Planning

    Whether you are paying higher education costs now or saving for the future, it is important to ensure that your education strategy is compatible with pursuing your retirement goals. Learn more

    Legacy Planning &
    Charitable Giving

    Planning your legacy involves far more than financial considerations. Legacy planning often includes many non-monetary considerations that need to be documented or communicated to loved ones. Learn more

    Personalized Wealth Management

    Waterstone Private Wealth Management’s mission is to bridge the gap between knowing and doing in the financial lives of our clients. We are a comprehensive wealth management firm in Owasso, Oklahoma serving affluent families, business owners and institutions. Our team provides a high level of service for our local and national clients in financial planning and investment management.

    Contact us today and let Waterstone Private Wealth Management help you on your True Wealth journey.

    Investment Management

    Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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    Our Locations

    Headquartered in Owasso, Oklahoma, Waterstone Private Wealth Management serves affluent families, business owners, executives and institutions. Contact us today to speak with a wealth advisor or financial professional nearest you.

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