# Waterstone Wealth Strategies

- **Website:** <https://waterstoneadvisor.com>
- **Primary alias:** `waterstoneadvisor.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [instagram](https://instagram.com/waterstoneadvisor)
- [facebook](https://facebook.com/waterstonewealthstrategies)
- [linkedin](https://linkedin.com/company/waterstone-wealth-strategies)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idOsDpx9fj/w/300/h/132/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790439312887)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idOsDpx9fj/w/270/h/270/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790439313001)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Hippie Blue | #5e99b2 | accent |
| Kumera | #79591c | dark |
| Twine | #c49c5f | light |

## Fonts

- Lato — asset _(google)_
- Helvetica Neue — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idOsDpx9fj/w/1072/h/183/idgrFngdqj.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790439313391)

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_Source: <https://brandfetch.com/waterstoneadvisor.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._