During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to take out home equity or get a bridge loan, we were able to put a down payment on the second home and be OK for those three weeks.Read more
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Effective Game Plan
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Advice in Common Language
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Straightforward Fees
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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
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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.
[/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.
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By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
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[/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.
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1. Schedule an appointment
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2. Meet with us for a custom listening session
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3. Get your personalized strategy
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Schedule an appointment Watch video
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Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
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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
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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.
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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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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.
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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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Insights
Waterstone’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
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Blog
Trends to Watch Out for in Q1 2022We’re in a pretty interesting juncture in the markets. As we kick off the third year of the COVID-19 pandemic, the omicron variant is spreading across the country.
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Market Commentary
Market Commentary: Housing, Equity Markets Decline with ...Equity markets have given back some of last year’s gains. Higher interest rates appear to be the major cause. As the Federal Reserve prepares for its first meeting of the year, investors have raised the odds of four interest rate hikes to approximately 70% from less than 30% one month ago (Figure 1). Fed Chair Jerome Powell’s press conference after the meeting will likely be scrutinized for further guidance concerning interest rates.
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Video
Quarterly Market Outlook Highlights: Q1 2022Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
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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- The Opportunity in Change: How Changing Goals Change Financial Plans
During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to take out home equity or get a bridge loan, we were able to put a down payment on the second home and be OK for those three weeks.Read more
