Achieve Financial Freedom: Engineer a retirement that works
Comprehensive retirement, tax, and income planning 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.
Our Services
Retirement Income Planning
Do you have enough to retire and STAY retired? Protect your lifestyle and avoid a fiscal cliff.
Tax Planning and Preparation
Is the IRS taking too much? Make the best use of tax-free and tax-deferred investments.
Estate and Asset Protection
Are your hard earned savings secure? Take control before someone else does - protect your assets.
Wealth Management
Do you have the right investment choices in your portfolio? Small changes in strategy can have a big impact on long term growth.
Explore our Resources to Learn About
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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Our Partners
