By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. These losses are jarring following an outstanding 2021, where the S&P 500 gained just under 30%.Read more
[vc_row css=”.vc_custom_1497994574119{padding-top: 0px !important;padding-bottom: 0px !important;background-color: #0a0101 !important;}”][vc_column][vc_empty_space height=”15″][vc_row_inner css=”.vc_custom_1497994562970{background-color: #0a0a0a !important;}”][vc_column_inner width=”1/3″ css=”.vc_custom_1490360676977{margin-top: 0px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column_text css=”.vc_custom_1497994653727{margin-top: 0px !important;margin-bottom: 15px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”]
Effective Game Plan
[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″ css=”.vc_custom_1490360687530{margin-top: 0px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column_text css=”.vc_custom_1497994621025{margin-top: 0px !important;margin-bottom: 15px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”]
Advice in Common Language
[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″ css=”.vc_custom_1490360696294{margin-top: 0px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column_text css=”.vc_custom_1497994688502{margin-top: 0px !important;margin-bottom: 15px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”]
Straightforward Fees
[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row stripe_color=”grey” css=”.vc_custom_1490361407015{margin-top: 2px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][/vc_column][/vc_row][vc_row el_class=”center-row” css=”.vc_custom_1491509120777{margin-bottom: 30px !important;border-bottom-width: 0px !important;padding-bottom: 0px !important;}”][vc_column][vc_empty_space height=”15″][vc_column_text]
Download one of our free guides.
[/vc_column_text][vc_empty_space height=”5″][vc_row_inner][vc_column_inner width=”1/6″][vc_single_image image=”5652″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSLcWAAW&guidekey=3-methods”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”5654″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSLcWAAW&guidekey=4-mistakes”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”5655″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSLcWAAW&guidekey=7-secrets”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”5656″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSLcWAAW&guidekey=7-tips”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”5657″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSLcWAAW&guidekey=8-tax-loopholes”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”7889″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSLcWAAW&guidekey=8-retirement-blunders”][/vc_column_inner][/vc_row_inner][vc_column_text]Get more Insights[/vc_column_text][/vc_column][/vc_row][vc_row stripe_color=”grey” css=”.vc_custom_1490361407015{margin-top: 2px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][/vc_column][/vc_row][vc_row css=”.vc_custom_1490360334629{margin-bottom: 30px !important;border-bottom-width: 0px !important;padding-bottom: 0px !important;}”][vc_column css=”.vc_custom_1490201917517{padding-right: 100px !important;padding-bottom: 0px !important;padding-left: 100px !important;}”][vc_row_inner][vc_column_inner width=”1/3″ css=”.vc_custom_1490198487520{padding-top: 50px !important;}”][vc_single_image image=”5658″ img_size=”medium” alignment=”center”][vc_column_text]
FORBES TOP-RANKED TEAM
[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_single_image image=”5659″ img_size=”medium” alignment=”center”][/vc_column_inner][vc_column_inner width=”1/3″][vc_single_image image=”5660″ img_size=”medium” alignment=”center”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row stripe_color=”grey”][vc_column css=”.vc_custom_1490391152359{padding-right: 15% !important;padding-left: 15% !important;}”][vc_row_inner][vc_column_inner][vc_empty_space][vc_column_text]
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.
[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_tta_accordion style=”flat” shape=”square” spacing=”15″ gap=”10″ active_section=”0″ collapsible_all=”true” css=”.vc_custom_1490205206182{margin-right: 0px !important;margin-left: 0px !important;}”][vc_tta_section title=”What are you going to do with my money?” tab_id=”1490199387871-b84c6dff-dc37″][vc_column_text]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.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Can you handle the complexity of my situation?” tab_id=”1490199387978-9111ba9c-b475″][vc_column_text]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.[/vc_column_text][/vc_tta_section][vc_tta_section title=”How can you make my life easier?” tab_id=”1490200582517-1044376e-c0bd”][vc_column_text]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.[/vc_column_text][/vc_tta_section][/vc_tta_accordion][/vc_column][/vc_row][vc_row][vc_column el_id=”survey-section”][vc_empty_space height=”30″][vc_column_text]
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
[/vc_column_text][vc_empty_space height=”24px”][vc_column_text]
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
[/vc_column_text]
[/vc_column][/vc_row][vc_row stripe_color=”grey”][vc_column][vc_empty_space height=”30″][vc_row_inner][vc_column_inner][vc_column_text]How to get started.
[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”center-row”][vc_column_inner el_class=”hidden-col” width=”1/4″][/vc_column_inner][vc_column_inner el_class=”col-inline” width=”1/4″][vc_column_text]
1. Schedule an appointment
[/vc_column_text][/vc_column_inner][vc_column_inner el_class=”col-inline” width=”1/4″][vc_column_text]
2. Meet with us for a custom listening session
[/vc_column_text][/vc_column_inner][vc_column_inner el_class=”col-inline” width=”1/4″][vc_column_text]
3. Get your personalized strategy
[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_empty_space height=”15″][vc_column_text]
Schedule an appointment Watch video
[/vc_column_text][/vc_column][/vc_row][vc_row stripe_color=”site_accent”][vc_column el_id=”appointment”][vc_column_text]
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
[/vc_column_text]
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
[/vc_column_text][/vc_column_inner][vc_column_inner width=”2/12″][/vc_column_inner][/vc_row_inner][vc_empty_space height=”70px”][vc_row_inner][vc_column_inner width=”1/3″]
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.
[/vc_column_text][/vc_column_inner][vc_column_inner width=”2/12″][/vc_column_inner][/vc_row_inner][vc_empty_space height=”35px”][vc_row_inner][vc_column_inner width=”1/3″]
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.
[/vc_column_text][vc_empty_space height=”25px”][/vc_column_inner][vc_column_inner width=”1/3″]
Carson Partners
Carson Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.
[/vc_column_text][vc_empty_space height=”25px”][/vc_column_inner][vc_column_inner width=”1/3″]
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.
[/vc_column_text][vc_empty_space height=”25px”][/vc_column_inner][/vc_row_inner][vc_empty_space height=”50px”][vc_separator style=”double”][vc_empty_space height=”35px”][vc_row_inner][vc_column_inner width=”2/12″][/vc_column_inner][vc_column_inner width=”8/12″][vc_column_text]
Insights
Waterstone’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
[/vc_column_text][/vc_column_inner][vc_column_inner width=”2/12″][/vc_column_inner][/vc_row_inner][vc_empty_space height=”45px”]
Blog
Five Reasons Your IRA is Deflating, and ...By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. These losses are jarring following an outstanding 2021, where the S&P 500 gained just under 30%.
Read More
Market Commentary
Market Commentary: U.S. Markets Rally But ...U.S. stocks rallied after Russia invaded Ukraine on Thursday. The news that the initial sanctions wouldn’t target Russian energy exports to Europe reduced concerns about a European economic slowdown. While global markets declined last week, the U.S. finished higher even though the S&P 500 moved by more than 1% on all four trading days.
Read More
Video
Prioritizing Your Estate PlanWatch this webinar hosted by Carson’s Vice President of Trust Services, Sarah Duey, and Senior Wealth Planner, Tom Fridrich, as they cover how to prioritize your estate plan.
Read More
Infographic
10 Tax Planning Tips Your CPA Might Have ...There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
Read More
Monthly Newsletter
Any Time is Tax-Loss Harvesting TimePublished by Kevin Oleszewski As the end of the year approaches, we start to think more and more about our tax picture. What boxes can we check to reduce our taxable income? Tax-loss harvesting is one such approach. A tax-efficient way to rebalance your portfolio, tax-loss harvesting can help you offset earnings and get back to your target allocation. Tax-loss harvesting is traditionally thought of as an end-of-year event, because it can help you minimize your tax bill.
Read More- Five Reasons Your IRA is Deflating, and What to Do About It
By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. These losses are jarring following an outstanding 2021, where the S&P 500 gained just under 30%.Read more
