As Waterstone Financial continues to grow, we are always striving to find better ways to protect and support our clients. The systems that we use to plan your future, allocate risk, trade accounts efficiently, and to report results, are core to building our relationship with you and earning and keeping your trust.

The Good News…

We are pleased to announce that we are making an internal change that will enhance and improve how we are able to serve you. 

These changes will have the following direct benefits for you:

Consolidating Platforms – we will consolidate the several different platforms we use to log into various accounts down to only one, making our paperwork and client servicing simpler.

Direct regulatory oversight - we are now working directly with the SEC to ensure proper compliance and best practices.

Advanced cybersecurity monitoring – we are investing in and upgrading our security protocols and systems to better protect you.

The Really Good News…

Nothing will change in regard to:

Your accounts

Your investments

Your fees

James is Joined by his Daughter Abby

For your entertainment, we captured a video of my daughter asking me a few questions about the changes. Enjoy!

Vimeo Link

What happens next?

As with any change, we have some compliance paperwork that you will need to sign. We will be reaching out over the next few weeks to make sure you are on the new platform and to answer any of your questions.