Welcome to Waterstone Financial
We are a well-established financial advisory firm headquartered in Southwest Florida specializing in retirement income planning. Operating a highly personalized organization with a responsive and welcoming family feel, our principal James Gallagher known as the Retirement Engineer, is a financial educator who takes pride in helping our clients meet their personal goals.
Our relationships are predicated on trust, disclosure, and transparency. With goals always aligned to the clients best interests, we are committed to the highest standards of professional care and ethical conduct. Our success is directly related to the satisfaction of our clients, and the effectiveness of their retirement plans.
Partnered with Global Financial, an established and reputable Forbes 50 Investment Firm, we also maintain affiliations with A+ Rated insurance companies.
Our exclusive team of wealth experts work directly with our clients to engineer an integrated financial plan – custom designed, built, and tested to maximize income, optimize taxes, and assure effective wealth transfer.