Waterstone Financial is a Wealth Advisory Firm that works with a select group of families,
executives, professionals and small business owners, who aspire to live life to the fullest
and enjoy a stress-free financial future.
James developed and refined a process to bring engineering principals to the retirement
space. We use this process to Design, Build and Test integrated financial plans that
structure income, optimize taxes, and assure effective wealth transfer.
This is only the beginning. We continually monitor the plan and the investments making
real-time adjustments as various life events unfold.