Waterstone Financial
Waterstone Financial is a well-established financial advisory firm headquartered in Southwest Florida specializing in retirement income planning.
Every relationship with our clients is built on trust, disclosure, and transparency. Our goals are always aligned with our clients best interests at heart. We are also always committed to the highest standards of professional care and ethical conduct.
Waterstone Leadership
From General Motors to financial advisor in Fort Myers
Since founding Waterstone Financial in 2010, James has been on a mission to help change the face of the financial services industry. Using his talents and expertise as an engineer, James conducted a critical analysis of the financial industry and applied engineering principles to his own approach to financial planning.
James specializes in custom designing, building, and testing retirement plans that are predictable, effective, and truly work.
James Gallagher
Founder & President
Financial planning at Waterstone is about the Journey. Our approach is to look at the big picture, to embrace the things that really matter to you, and then create a plan with purpose for your investments.
Get to know the fantastic team of financial advisors at Waterstone.
Our Partners
Waterstone is partnered with AssetMark, Inc., an investment management and consulting firm serving independent financial advisors. AssetMark, Inc. is a leading provider of fully-integrated wealth management services for institutional and individual investors. Assetmark combined with the Fidelity platform gives us a strong, broadly diversified investment management environment.
SIPS is our proprietary planning system that brings an engineered approach to the detailed income planning space. eMoney adds an industry leading planning overview. Together they insure you have a strong, comprehensive plan designed specifically to meet your goals and objectives.
