About Waterstone Financial Services
Your Financial Thinking Partner
Established in 2005, Waterstone Financial Services is designed to help clients before, during, and after life changes such as career transitions, retirement, divorce, death of a spouse, and others.
Where we shine is our ability to understand not only your finances but also your hopes, dreams, goals, and fears. We call this being a thinking partner.
Have a Little Fun Along the Way
A WFS specialty is hosting fun events in which our clients enjoy entertainment or an interesting discussion spiced with good food. The pandemic, of course, has halted those activities. We look forward to being able to resume them when it's safe to do so.
Past examples include:
Financial Experience and Knowledge
We offer a range of financial services that help you deal with financial risk, asset allocation, and portfolios.
We carefully review 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.
When Life Happens
We have also developed life transition consulting skills via attaining the Certified Financial Transitionist (CeFT®) credential.
What people do when faced with major life changes can be as individual as they are. During times of transition, many people experience challenges that interfere with their readiness to move forward with plans they had made or their ability to think and act clearly.
Change is constant, and we clearly can't guarantee it will be easy. What does help is the individual and personal approach we take to guide you through it.
Money isn't everything,
but money touches everything.
Waterstone Financial Services: Form ADVsAmerican Portfolios Form ADV Part 2A Brochure (2021)
AssetMark Form ADV Part 2A Platform Disclosure Brochure (2021)
Advisors Capital Management Form ADV Part 2A Firm Brochure (2021)
Kathleen Roth Individual APA Form 2B (2021)
Joshua Dejohn Individual APA Form 2B (2021)
Your Financial Planners
A well-balanced team that addresses the predictable and unpredictable issues of financial life.
A combined set of experience and training unusual in the industry.
A broader focus, viewing American financial life as the interplay of time, effort, and money.