News: Waterstone is Growing
A Message from James Gallagher, Waterstone President
It is my great pleasure to share the news that Waterstone Financial is growing as we welcome the GFA Wealth Design team to the Waterstone family.
As many of our clients already know, our two businesses have shared office space for more than 10 years. Formally bringing the organizations together is a natural evolution in our long-established professional relationship.
Your Waterstone Financial team will continue to provide you with continuity in all facets of your investments and financial plans with the personal touch you value and expect. And, as we combine the resources and skills from both firms, we look forward to bringing you additional services and support.
Look for more information about our exciting collaboration soon.
“Growing the Waterstone family is a natural next step to leverage the strong informal partnership that Andrew and I have had over the past 10 years. The larger firm gives us more resources, a deeper set of solutions and technology, and builds a solid advisory practice to support our clients' financial futures.”
James Gallagher
President, Waterstone Financial
Waterstone's James Gallagher and GFA Wealth Design's Andrew Barnett talk about bringing two great firms together.
I will also take this opportunity to officially welcome – and introduce – Andrew Barnett as a partner at Waterstone Financial. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and business leader, and he led GFA Wealth Design as Relationship Director and Portfolio Manager since 1999.
When I started in the financial services field, Andrew had a tremendous role in my training and has long been a friend and mentor. He was leading his own team of financial planning professionals and relationship staff based in Ft. Myers, Florida, and welcomed me into the business.
Andrew particularly enjoys teaching financial strategies to clients and peers. Focusing on comprehensive wealth management, he works with clients to provide clarity, communication, and service so they can focus their time on the things that are most important to them.
He has successfully managed over $2 billion of assets during his career, including many high-profile U.S. and international public and private pension plans. In addition, he has managed several highly rated mutual funds both onshore and abroad.
As Andrew and I have shared office space and worked side-by-side over the past decade, it became obvious that we had the makings of a great partnership. I know his depth of knowledge and professional aptitude in economics and finance will strengthen and enhance service for Waterstone.
I know you will join me in welcoming Andrew, and his team, to the Waterstone family!
James Gallagher
President
Waterstone Financial
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ADVISORY DISCLOSURE
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Waterstone Financial Advisory is an SEC registered investment adviser located in the State of Florida. Waterstone Financial Advisory only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Insurance products and services are offered and sold through Waterstone Financial and individually licensed and appointed insurance agents.
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