About Waterstone Financial Services
Established in 2005, Waterstone Financial Services is designed to help clients answer this key question before, during, and after major life transitions such as career transitions, retirement, divorce, death of a spouse, and others.
Where we shine is our ability to work with you as a thinking partner who understands your hopes, dreams, goals, and fears and helps you connect your money with your life.
As a base, we offer general financial advisory services (CFP®) with attention to the customary financial aspects of risk, asset allocation, and portfolios.
Our investment management service includes helping you manage your portfolio over time and coordinate with other aspects of your life such as tax preparedness, estate planning, and insurance..
We added life transitions consulting skills via attaining the Certified Financial Transitionist (CeFT®) credential. Through this knowledge, we are better able to help our clients navigate the life changes caused by financial changes.
To accomplish this, we have carefully thought through and continually refine the processes that we and our clients use to:
- Gather meaningful data.
- Format a clear plan.
- Test the probability of success.
- Implement solid strategies.
- Report clearly and accurately.
- Help you understand what it all means to you.
Your Financial Planners
A well-balanced team that addresses the predictable and unpredictable issues of financial life.
A combined set of experiences and training unusual in the industry.
A broader focus, viewing American financial life as the interplay of time, effort, and money.