Achieve Financial Freedom: Engineer a retirement that works 

Comprehensive retirement, tax, and income planning services

Services

Maximize income, optimize taxes, and assure effective wealth transfer with our dedicated financial advisory team

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, Waterstone is led by our founding principal, James Gallagher, a financial advisor who takes pride in helping our clients meet their personal goals.


Committed to the highest standards of professional care and ethical conduct, we always align our goals to our clients' best interests. Our relationships are predicated on trust, disclosure, and transparency. 


And, our success is directly related to the satisfaction of our clients, and the effectiveness of their retirement plans.

The Waterstone team of financial advisors and relationship managers works hand-in-hand with each client to engineer an integrated financial plan. Custom-designed, built, and tested to maximize income, optimize taxes, and assure effective wealth transfer.

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Our Services

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All Things Financial 

If you’re looking for some help figuring out your finances or you just need to get your hands on a few helpful guides we can provide them. 


We keep our resources up to date with the latest news, articles, and videos to provide helpful tips and insights. 


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