Waterstone Wealth Strategies
@waterstoneadvisor.com
At Waterstone Wealth Strategies, our mission is to guide you to a prosperous future through personalized, comprehensive planning & diligent protection of your assets. We start our client approach with a strong desire and commitment to put our clients first. We do this in a few ways: First, we listen, and we care. We are committed to understanding you, your specific situation, your goals and objectives. Our planning is tailored to fit the needs of our clients so we can confidently provide answers and solutions. We find joy in cultivating an atmosphere of abundance and love guiding others to financial stewardship. Second, we are independent, meaning we have no affiliation with any specific investment firm or insurance company. With our due diligence process, we thoroughly vet all our recommendations to make sure both cost and quality are in line with our clients’ best interest. Third, we have a comprehensive approach. We will perform an in-depth analysis of your current financial standing, then measure this against your objectives. This will allow us to review and provide guidance in the following areas: Estate Planning (Conversation and Distribution) Asset Protection Retirement and Fringe Benefit Planning Wealth Accumulation Planning Business Planning Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. For full disclosures please see our website at waterstoneadvisor.com.
Waterstone Wealth Strategies's Company Logos
Waterstone Wealth Strategies's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#5E99B2
Hippie Blue
94, 153, 178
198, 35, 53
47, 14, 0, 30
#C49C5F
Twine
196, 156, 95
36, 46, 57
0, 20, 52, 23
#79591C
Kumera
121, 89, 28
39, 62, 29
0, 26, 77, 53
About Waterstone Wealth Strategies
Waterstone Wealth Strategies is a financial advisory firm based in Marietta, Georgia, focused on helping clients work toward a prosperous future through personalized planning and diligent protection of their assets. Its services cover retirement, investment, estate, insurance, tax, money, and lifestyle planning, bringing together practical guidance for a range of financial priorities. The firm also offers resources to help clients understand financial topics, including articles, videos, calculators, a glossary, and tax information.
Educational content addresses subjects such as behavioral finance, Social Security misconceptions, investment decisions during market shifts, and personal goals. Visitors can explore the firm’s team and background, review its resources, and schedule a meeting or contact the office with questions. Client access links connect users to platforms including Osaic Equipt, Osaic One View, NetXInvestor, and eMoney.
Securities and investment advisory services are offered through Osaic Wealth, Inc., a FINRA and SIPC member; the site notes that Osaic Wealth is separately owned and that referenced services may be independent. Waterstone’s communication is intended for residents of specified states
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