One of Tulsa’s premier #Investment Couple. Featured Nationally on FOX Business News, Wall Street Journal, CNBC & more!
With more than 15 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.
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.
Services:
Asset Management Retirement Planning Insurance Estate Planning 401k Rollovers Specialized Services for: Retirees Business Owners Executives Physicians Client Base Includes: Individuals Families Small Businesses
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC. (For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above.) Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks and have not been reviewed by Cetera Advisor Networks as to accuracy or completeness.
Advisor. Member FINRA/SIPC.
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