Waterstone Retirement Services is an independent firm with no proprietary products. We tailor our recommendations to fit each client’s unique circumstance.

We receive a flat fee or a percentage of assets under management to provide financial planning services to businesses, corporate executives, professionals and individuals.

All of our recommendations are based solely on your needs, circumstances, goals and risk tolerance. In every situation, we find the solution that fits.

OUR PHILOSOPHY
Our philosophy is to give clients the highest level of service and technical expertise to manage their plans and maximize their wealth. Our team of experienced professionals is committed to this philosophy and to upholding the Fiduciary Code of Conduct.